Top 5 reasons to consider going independent

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  • Independence has been the fastest-growing form of advisor affiliation over the last 10 years.1
  • By 2025, Cerulli Associates projects that more than a quarter of the industry's assets will be managed by advisors in RIA channels (independent and hybrid).2
  • Demand for advice is increasing: 63% of investors indicate a willingness to pay for advice, up from 38% in 2009.3
  • Why are so many advisors and teams opting to go independent and start their own firms?
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  • 1. Cerulli Associates, "Talking Control: Exploring Independence," June 13, 2022.
  • 2. Cerulli Associates, "U.S. Advisor Metrics 2021: Client Acquisition in the Digital Age," February 2021.
  • 3. Cerulli and Associates with SIFMA, "The Evolving Future of Wealth Management," November 2023.
 
 

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