The median operating profit margin for target-focused firms was 18 percent higher than others and the median annual client growth was 35 percent greater.
The Focus IPO is currently the only pure-play investment in the fast-growing RIA space—and if sophisticated investors see this as an opportunity, advisors should too.
Why are advisors not protected by the Broker Protocol—and sometimes facing significant garden leave—willing to take on the added risks to become independent?