Perspective

Top 5 benefits of making a move to independence

Firm leaders share their motivations for choosing the path of independence.

Key Takeaways
  • The independent space continues to evolve, driven by innovation, flexibility, and a growing ecosystem of support.
  • For investors, demand for financial advice is expected to increase over the next few years, with an anticipated faster-than-average growth rate of 7% through 2028.1
  • Why are more advisors and teams choosing independence—blending autonomy with a client-first mindset?
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Top 5 benefits of making a move to independence
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1. Cerulli Edge, U.S. Advisor Edition, 2024; U.S. Advisor Metrics, 2024.


  • For important information, see the full linked content.
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