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Independent alpha: Making the breakaway math add up

Advisors who make the move to independence are forgoing massive recruitment bonuses. How can they justify this leap?

Advisors continue to break away from captive environments for independence, with some 6,873 making the leap in 2022, according to the Diamond Consultants Advisor Transition Report. The desire to become a business owner continues to be strong, especially as the support infrastructure, product access

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Independent alpha: Making the breakaway math add up

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