For advisors, independence isn't what it used to be due to consolidation and legal challenges. Those wanting to break away face evolving options and obstacles to define their independence.

How do we define the meaning of independence?

With brokerages, consolidation, lawsuits and more, independence isn't what it used to be. Advisors who want to break away must contend with ever-changing options and obstacles to define their own version of independence. Read more →

Interested in getting access to this series?

Join today starting at $10 $6/week and get access to the latest insights in wealth management.

JOIN TODAY & SAVE 40%

How financial advisor independence is changing

A planner and and an RIA entrepreneur discuss the impact of rapid consolidation and shifting forms of affiliation.

Watch Now →

What is financial advisor independence? Industry experts disagree

The meaning of independence takes on many different forms for these 10 financial advisors, wealth management executives, entrepreneurs and other experts.

Read More

The 10 brokerages that added the most reps in the past 10 years

Financial advisors' movements from one firm to another show that many opt for destinations that aren't considered independent.

Read More