Becoming an independent RIA

The financial services landscape has experienced tremendous change. Financial Advisors are choosing to move into the independent Registered Investment Advisor (RIA) channel over the traditional broker-dealer model. In fact, the independent and hybrid RIA channel has grown 21% over the last five years.As Advisors� preferences have changed, the RIA channel has blossomed, with a large ecosystem of custodians, technology providers, and strategic partners all developing solutions to better compete and succeed. In addition, asset custodians and related providers have dramatically improved their ability to help Advisors make a smooth transition to independence.

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