Navigate the RIA Landscape

The path to independence may be new to you, but it is well-traveled. A rich ecosystem of support, technology options, and extensive community awaits you.

Do you know why so many advisors are making the move to independence? Freedom, control, and the ability to better serve clients, to name just a few reasons. This overview walks you through important planning considerations, including:

  • Registered Investment Advisor (RIA) channel growth
  • Key benefits of independence
  • Differences among RIA models
  • The economics of RIA firms
  • Planning considerations
  • The custodian's role
Cover of “Exploring independence: An overview of the registered investment advisor model”

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