LIVE TODAY

DISRUPTION AND INNOVATION

Livestream promo image

How financial advisor independence is changing

May 29th at 12:30 pm EST

Rapid consolidation of registered investment advisory firms, shifting forms of affiliations with brokerages, and other giants of the wealth management industry are changing how financial advisors go independent. Join planners Kevin Thompson and Shannon Spotswood on the key trends shaping new definitions of advisor independence.

RSVP