The move to independence has never been more on the forefront of wirehouse advisors minds. We caught up with Tim Oden, Managing Director of Schwab Advisor Services, who lives in this space every day to discuss the latest trends.
Watch as Tim covers a number of key points regarding this topic:
- What are the big picture forces that are driving momentum for the independent space
- Is the maturing of the RIA space making it easier for larger firms to make the move to the independent model
- Are the limitations of the wirehouse structure, as compared to the independent model, a factor in more firms making the move
- What are the key considerations for advisors interested in going independent
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