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Knowledge and Insight > Plan for the Future
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Young advisors want this benefit, but are RIAs ready to offer it?

Andrew Welsch | Financial Planning, August 2018
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Summary: In 2017, planners overseeing roughly $40 billion in client assets moved to RIAs or IBDs, seeking greater flexibility and freedom to structure their practices as they saw fit. But generally, that freedom offers fewer benefits — including those that might be particularly attractive to younger advisors thinking of building families.

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