Independence offers higher gross payouts, but running a business comes with expenses. Here’s what advisors really spend — and why net income often still wins.

The average advisor is in their mid-50s, and a third will retire within a decade. Succession planning protects clients, preserves value, and secures your legacy.

The advisor population is shifting. Wirehouses are shrinking, RIAs are surging, and independents continue to gain ground. Here’s what the numbers show.

Recruiting bonuses fade, but equity lasts. Independent advisors can build enterprise value in their practices — creating a business they can grow and sell.

Transition packages can look like “free money,” but the fine print matters. This article explains how deals are structured, what firms are offering, and the tradeoffs advisors should weigh.

The biggest fear for advisors thinking about a move is client loss. Industry data tells a different story: most advisors keep the vast majority of their clients when they transition.

Independent broker-dealers and W2 employee models take advisors down very different paths. This article breaks down payouts, growth trends, and advisor fit with data from industry sources—so you can make your next move with confidence.

Many advisors at the firm worry about losing clients or income if they leave. Industry studies suggest the reality is different: client retention remains strong, compensation can improve, and autonomy increases. Here’s what research reveals about why advisors thrive after leaving Jones.