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Fidelity study: Breakaway RIAs could pocket millions in after-tax profits

Dazzling wirehouse retainer deals are nice but going it alone can pay much, much better after taxes get figured in

Author Lisa Shidler June 7, 2011 at 2:30 PM
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Michael Durbin: It may seem elegant and easy to take a check and walk across the street, but it’s important to spend the time to get to the right destination.

Jeff Spears

Jeff Spears

June 7, 2011 — 7:20 PM

Taxes, unconflicted platform and a succession plan are ALL great reasons to go independent, BUT the driving factor is usually an emotional externality that trumps reason.


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