Independence has been the fastest-growing form of advisor affiliation over the last 10 years. By 2025, it is projected that more than a quarter of the industry’s assets will be managed by advisors in RIA channels (independent and hybrid)². For investors, demand for financial advice is expected to increase over the next few years. Why are so many advisors and teams opting to go independent and start their own firms? 

Download this insights report to learn:

• The top 5 influencing factors for going independent
• Insights from firm leaders on why they made the move
• Next steps to start your journey to independence

¹ 2020 Fidelity Financial Advisor Community—Advisor Movement Study. Fielded February 14, 2020–March 4, 2020.

² Cerulli Associates, U.S. Advisor Metrics 2021: Client Acquisition in the Digital Age, February 2021.

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