Wealth management
is evolving, quickly.
Our latest research on +13,000 advisor practices confirmed what many investors suspected: by focusing on providing holistic financial advice, as opposed to selling products, independent financial advisors are better aligned with the client’s best interest.
Independent Advisor Fees are 36% Lower
When compared to advisors associated with a broker-dealer, independent advisors show to have significantly lower fees for the same service.
Exodus of Over 17,000 Advisors
During the past 13 years, over 17,000 advisors have left broker-dealers to become independent, fiduciary advisors.
