Perspective

Busting myths about moving to the independent advisor model

Examining the realities behind the decision to go independent.

Key Takeaways

According to Cerulli’s latest report, 71% of advisors considering a move prefer an independent firm.¹
Despite your personal desire for independence and the autonomy that comes with running your own firm, there are a few nagging questions that might be giving you pause.
Here’s the good news: According to Fidelity’s Advisor Movement Study, advisors’ initial concerns about moving are not often realized.
Let’s dive a bit deeper into each of these questions to help dispel some common concerns associated with going independent.

Next steps to consider

Independence Hub

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RIA Valuation Tool

Use our quick and easy RIA Valuation Tool to see how much you could earn if you’re thinking of becoming a registered investment advisor.

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Let our proprietary research, industry expertise, and commitment to innovation help transform your practice into a future-ready firm.

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1 "Demystifying the Independent Channel.” Cerulli Associates and Commonwealth Financial Network, June 2022

For important information, see the full linked content.

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