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

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