 In the the minds of advisors, they are truly independent only when they grow up and graduate to be an RIA."Philip Palaveev, CEO, The Ensemble Practice. |
Can IBDs Hang On to Independent Advisors?
Rachel Elson | Financial Planning, January 2015
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Summary: Independent broker-dealers face recruiting and retention challenges, many of which center on hybrid or dually registered RIAs edging toward greater autonomy. A pair of sessions at the FSI OneVoice conference focused on these issues.
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