Summary: Those of us who have been in the independent financial advisory space for some time should feel vindicated when we look at our industry today. Liberated from having to push proprietary products or make top-down sales quotas, independent advisers objectively offer the widest possible universe of financial solutions and services based on their clients' best interests.
 his continues to be a business where success is driven by the degree to which human interaction between strategic partners is productive and helpful, and successful hybrid RIA firms are no exception to this rule."Mark C. Mettelman, president, chief executive and co-founder of Triad Advisors Inc. |
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