Practice

Advisers shouldn’t let fear of the unknown stop them from breaking out on their own.

Here are three important factors to take into consideration when breaking away.

By all means put a plan in place, but flexibility is key in case circumstances change.

Proceeds from selling their current home can be augmented with a "reverse mortgage for purchase," which doesn't have to be repaid until they sell, move out or pass away.

By all means put a plan in place, but flexibility is key in case circumstances change.

Here are three important factors to take into consideration when breaking away.

Advisers share how they dealt with various aspects of transitioning.

"The uncertainty is often more stressful than the reality" when it comes to planning for a change in administration.

Advisers shouldn’t let fear of the unknown stop them from breaking out on their own.

Going independent is alluring, but it also has its quirks. For instance, there is usually no support staff. Finding new clients while properly serving existing ones is “a juggling act,” CFP Tom Fredrickson says.