Advisors who are looking to move wirehouses frequently ask me where they can find information to help them make the right decision. If you’re an advisor who is thinking about going independent by joining a registered broker-dealer, becoming a registered investment advisor or you’re looking to start your own firm, there are a lot of factors that go into making this decision which require careful thought and consideration.
Advisor In Transition has set up an online guide for wirehouse advisors on the move. The tools and resources offered on this site are designed to help advisors make informed decisions and ensure a smooth transition to a new firm. The site offers information from some of the country’s top professionals in the industry to help you decide which avenue is right for you.