With the rate of breakaway brokers continuing to rise, Fidelity Investments enhanced its Transition Solutions program so that brokers considering such a move can analyze how three independent business models would impact their business: becoming an independent RIA, partnering with a third-party roll-up or acquiring a firm, or joining an independent B/D.

The tool takes into consideration annual production, current payouts to deferred compensation, office location and 50 different expenses ranging from salary to insurance—to generate a customized financial 10-year income projection for each of the three models.

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