The process of going independent can be more time consuming than moving to another wirehouse, due to additional due diligence and logistical execution.  So, it is important to make the journey to independence simpler, more turnkey and less threatening.

Among the first issues to tackle: Access to capital

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access