
Ex-Merrill Leader’s Vision Comes to Fruition: John Thiel on Making the Advisor “The Value Proposition”
The Diamond Podcast for Financial Advisors
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The Shift Toward Independence in Financial Advising
This chapter explores the growing trend of financial advisors leaving large firms to create their own Registered Investment Advisory (RIA) firms. It highlights the increase in new RIAs, challenges to industry consolidation, and the technological advancements facilitating these changes.
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