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Adjusted for Risk: Navigating Independence and Understanding Your ChoicesAdjusted for Risk: Navigating Independence and Understanding Your Choices

Private Advisor Group's Verne Marble discusses the business structure options available to advisors thinking about going independent.

Ryan Nauman, Market Strategist

June 17, 2024

Verne Marble, director of business development at Private Advisor Group, shares some fantastic insight about navigating the decision process of going independent in this very fun episode.

Verne discussed the importance of understanding what business structures are available to financial advisors and deciding what one best aligns with their practice. Verne also shared some considerations financial advisors should make during the process and the questions they should ask when conducting their due diligence on which corporate RIA, independent broker/dealer, or established RIA they should align with.

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About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

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