Going, Going, Gone—Going Independent and Beyond
Investment Advisor Magazine, Research Magazine and ThinkAdvisor.com bring you this live, interactive virtual conference.
This all-day virtual event brings together industry experts, advisors, and editors from ThinkAdvisor to conduct an in-depth breakdown of the process of going independent, helping advisors evaluate their current situation, avoid potential mistakes and successfully make the transition to independence.
Free. Registration is required to attend this event.
Wednesday, October 30, 2013 / 9:30 - 5:30 ET
KEYNOTE: Going Independent: Why, How and How Not
PANEL 1: How to Choose a Clearing Firm or Custodian
PANEL 2: Unusual Business Models
PANEL 3: Advisor Training
PANEL 4: Recruiting Deals by Channel
Attend any of our LIVE panel presentations throughout the day and be entered to win. Full List of Prizes.
Please choose a unique user name, which will guarantee your anonymity throughout the conference.
Assets under management?
Primary Job function
I am contemplating going independent
On a scale from 1 - 5 please rate your knowledge of the RIA and independent broker-dealer marketplace