How financial advisor independence is changing

Wednesday, May 29, 2024 12:30 p.m. ET / 9:30 a.m. PT
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Rapid consolidation of registered investment advisory firms and shifting forms of affiliations with brokerages and other giants of the wealth management industry are changing how financial advisors go independent. Join planner Kevin Thompson of Fort Worth, Texas-based 9I Capital Group and Shannon Spotswood of RFG Advisory for a live Leaders Forum discussion moderated by FP Chief Correspondent Tobias Salinger on the key trends shaping new definitions of advisor independence.

Speakers
  • Tobias Salinger
    Chief Correspondent
    Financial Planning
    (Host)
  • Speaker_silo_Shannon.png
    Shannon Spotswood
    President
    RFG Advisory
  • Speaker_silo_Kevin.png
    Kevin Thompson
    President and CEO
    9I Capital Group