Advisors have more flexibility than ever before to find a path to a new kind of independence – and the increased ability to secure support that aligns with their professional and personal goals. However, this flexibility also comes with a new set of considerations to evaluate before landing on the best fit. Join us for a discussion with top industry leaders on the proliferation of RIA business models and what advisors should consider before making a move.
This webinar will cover:
- How and why advisor business models have evolved
- The range of independent options offering varying levels of control and support
- Top advisor considerations when making a move
Sponsored by
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Rick Folk
Head of Custody Sales
Fidelity Investments
Bob Oros
Chairman and CEO
Hightower Advisors
Shannon Spotswood
Chief Executive Officer
RFG Advisory
Jeff Dekko
Chief Executive Officer
Wealth Enhancement Group
David Lenok - Host
Senior Wealth Planning Editor
WealthManagement.com
