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Quasi-Independence: The Super-Sophisticated Boutique Model Taking the Industry by Storm

By Mindy Diamond - It’s just a few weeks into the new year and already I’ve met with a number of very impressive entrepreneurs – some I’d even call visionaries – who have launched or are about to launch serious and legitimate wealth management firms. Sure, with the Industry climate as it is, this may not be such a surprise. But the real story here is that these firms are part of a whole different breed – a new-fangled and modern twist on RIAs – emblematic of how the industry landscape has expanded to address the changing needs of the advisor population at large.

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This post first appeared on Perspectives For Financial Advisors From Diamond Consultants, please read the originial post: here

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Quasi-Independence: The Super-Sophisticated Boutique Model Taking the Industry by Storm

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