The Great Migration Financial Advisors Moving from Wirehouses to Independent Broker/Dealers

Wirehouse versus Independent Broker/Dealers: A Comparative Overview Advisors contemplating the right model for their practice usually focus on three primary priorities: their clients, economics and the business they wish to build. In this white paper, we examine the IBD and wirehouse models on the basis of each of these considerations.   Top Questions to Ask […]

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    The Great Migration Financial Advisors Moving from Wirehouses to Independent Broker/Dealers

    The Great Migration Financial Advisors Moving from Wirehouses to Independent Broker/Dealers

    Wirehouse versus Independent Broker/Dealers: A Comparative Overview

    Advisors contemplating the right model for their practice usually focus on three primary priorities: their clients, economics and the business they wish to build. In this white paper, we examine the IBD and wirehouse models on the basis of each of these considerations.

     

    Top Questions to Ask a Prospective IBD

    Leaving one’s comfort zone is never an easy decision. For wirehouse advisors, the independent broker/dealer is an attractive alternative because it generally replicates what they know and are comfortable with. It’s important to remember, though, not all IBDs are created equal.

    In this white paper, The Great Migration: Financial Advisors Moving from Wirehouses to Independent Broker/Dealers, we explore the flight of financial advisors from the wirehouses to the independent broker/ dealer (IBD) channel, discuss the relative merits and drawbacks of these competing platforms, and identify the six key criteria by which an advisor should judge an IBD

     

    About The Author

     

    Vice President of Marketing Strategy 
    631.439.4630 

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