Insights

Going independent

What it costs to launch, what you can take when you leave, how to tell your clients, and how long switching really takes.

Going independent

Start your own, or join one? →

Framed as ambition, which is useless. It is about which problems you would rather own.

Going independent

Telling your clients you're leaving →

They are not weighing your reasons. They are working out whether this will be hard for them.

Switching

The gap in your performance history →

Custodians retain three years. Most firms have been operating far longer.

Going independent

What it costs to launch an RIA →

The quoted figure is setup. Setup is the smallest part of year one.

Switching

What it costs you in hours →

Every platform quotes weeks of their effort. Almost none quote the number that affects your calendar.

Going independent

What you can take when you leave →

Governed by documents most people signed years ago and have not read since.

← All topics