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Profitability and control still rank high on the list of reasons advisors go independent, but the ability to have new and better systems especially software also plays a compelling part.
By Shirl PenneyDecember 30 -
For advisors looking to break out of wirehouses, legacy firms or banks, going independent doesnt necessarily mean they have to go it alone.
By Shirl PenneySeptember 8 -
Advisors must make several key business decisions to go independent, says Shirl Penney, founder of Dynasty Financial Partners.
By Shirl PenneyAugust 11 -
Advisors can avoid risks and find success in breaking away to independence, says Shirl Penney, founder of Dynasty Financial Partners.
By Shirl PenneyJune 30