Independence Still Beckons. And it’s Still Worth it.


The road to independence isn’t an easy one. And it’s not for the fainthearted. As July 4th approaches and we commemorate our nation’s 247th birthday, the rewards of independence are all around us. While we honor the men and women who bravely took the steps that led us here, it’s admittedly difficult to appreciate the circumstances they found themselves in… the worries that accompanied their struggle, the doubts that may have entered their minds, the fears that their bold idea would be met with derision or apathy. Despite all this, they remained focused on the prize they were fighting for and emerged triumphant. We continue to reap the benefits of their efforts. Independence and the freedom it affords remains a driving force within the wealth management industry. According to a recent Cerulli report, on average, 71% of advisors surveyed had a preference for independent affiliation – including independent broker/dealer (IBD), hybrid [...]