In an active recruiting environment, advisors are eager to understand where deals are at and where theyre headed. Beyond a transition deal, how can advisors monetize their business over time thinking about the short-, mid- and long-term whether they

Evan Mayer started in the bank channel and, over time, came to the realization that he could do more to support his clients and grow the business in the independent model. Evan proved that by growing more than 3x in just 4 years.

Private equity firms are showing an enhanced interest in wirehouse breakaways, investing directly in these teams on day one. Learn whats driving this new trend, which teams are most appealing, how it will impact movement, and more.

Marc Horner discusses how his leap to independence allowed him to think and act more creatively, connect with clients and prospects on a new level, and ultimately grow his business in ways he could not in the wirehouse world.

Caitlin Douglas, the head of transition services at Dynasty, shares the details about transitioning to independence. What advisors need to know about the supported independence model, tips on preparing for a move, key milestones, and much more.

As a former Merrill ACTM chairperson, Andy Ferguson had an acute view of the changes taking place at the firm. He shares how that influenced his decision to opt for independence over Merrills retire-in-place program CTP and more.

One of the most influential people in the financial planning and investment management profession discusses what fueled his firms growth, the importance of financial education, the value of embracing technology, and more.

Independence allows advisors to create an unlimited menu of innovative value-add services for their clients. Employee advisors are finding ways to get in on the action. Learn specific examples of the various services offered by some of the industrys lead

Growing a sustainable wealth management business relies on attracting new clients while engaging current ones. The leader of the award-winning integrated marketing firm shares advice on what it takes to impact organic growth via marketing.

Craig Savage shares his journey from Goldman Sachs to Credit Suisse, why joining William Blair ultimately won out over launching an RIA, how finding the right culture has enhanced his teams growth, and more.