The Independence Model. Made For Moments Like These.

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For many investment advisors, the ’08 financial crisis and COVID-19 pandemic highlighted just how valuable the Registered Investment Advisor (RIA) model can be for their business. With more freedom and control to do what’s best for their clients, independence has helped advisors soar when the odds were stacked against them. In this four-part whitepaper, we share insights from real RIAs on how the RIA model helped them navigate turbulent times, the unique advantages they’ve enjoyed through independence, and why now is the best time for you to make the transition.

Download this whitepaper to discover how the RIA model has helped advisors thrive, with discussions centered around:

  • The strengths of the independent model, with firsthand accounts from RIAs who overcame challenges and better served their clients
  • Facing the future head-on advisors are positioning their firms to beat future challenges
  • How independence, and the flexibility it offers, is within your reach
  • Seizing the opportunity to break away when it is needed most
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