by equityadvisdev | Apr 7, 2021 | Industry Consolidation
You broke away for a reason. You wanted to control your own destiny, build your own brand and provide a superior client experience, without bureaucracy getting in the way. To you, independence meant seeing your own name on the door. You’d take the wins and losses, and...
by equityadvisdev | Feb 2, 2021 | Industry Consolidation
As industry consolidation narrows options, small and medium-sized independent RIAs who custody with the Big 4 custodians are starting to feel like their futures are in lockdown. Here’s why—and how—advisors should break free. If you’re an independent advisor, you may...
