As published in InvestmemtNews on September 17, 2018
Better together? Why not all advisory teams are meant to go
Advisers looking for more freedom may find going independent on their own is not as fulfilling as partnering with an existing independent firm
This is a very insightful article that among other things discusses how many advisers who look to set up their own businesses encounter significant hurdles in setting themselves up for success, including building their own infrastructure, technology, compliance, investment platform and operating model. These are not insurmountable challenges, but for some, the benefits of a partnership outweigh going it alone. Fortnunate for today's adviser, there are many options and roads they can take towards independance.