White Paper

The economics of independence

Can independence increase your earning potential?
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The Registered Investment Advisor (RIA) model offers the opportunity to build your own brand and put your clients first. If you’re asking how the economics work, if the transition to independence is worth the cost, or if the earning potential is comparable to wirehouse and independent broker-dealer models, we have the information you’re looking for.

In our latest white paper, The Economics of Independence, we evaluate key areas related to the financial success of a firm. By comparing revenue potential, cost control, and business equity, you can have a better idea of how the economics of independence stack up against those of your current practice.

Download this white paper to explore the rewards of independence.

Disclosures:

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

This is a sponsored feature developed by Schwab and supported by Financial Planning.

Financial Planning is not affiliated with The Charles Schwab Corporation. Any mention of third-party firms or individuals is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.  

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