This issue contains the sixth in a series of first-person articles in which advisor Mike Patton is chronicling his own Road to Independence from employee advisor to fully independent RIA. His first article in the Series, "Plotting Your Course," appeared in April 2007, chronicled his first independent baby steps (Patton continues to write other articles for Investment Advisor on topics as varied as Monte Carlo simulation software and estate planning). The most recent Road article, in June 2008, "Lessons Learned," explored his business philosophy as it has coalesced during independence. All of the Road articles, along with Patton's other features, and his weekly Road blog, are available at InvestmentAdvisor.com.
We have ours firmly in place, and we stand ready to assist you with your independent journey and succession plan.
Learn how access to financing affects advisors' plans for business succession. Download the white paper now!
Stop Looking Back: A Forward-Looking Approach to International Equity Risk Allocation
Apr 02, 2018
Learn more about Cambridge's insight on how independent business owners can create long-term plans for the future.
Mar 25, 2015
Join Think Advisor for this live, interactive webcast and hear from industry experts as they discuss how advisors can protect their client during volatile times....
Mar 17, 2015
Clients are turning more to their financial advisors for guidance regarding how to handle their Social Security withdrawal strategy. Therefore, advisors need to not only...