by Integrated Marketing | Aug 19, 2026 | Blog, Independent Advisory
One of the biggest reasons financial advisors are increasingly choosing to go independent is the opportunity to build a business that truly lasts. Unlike working at a large wirehouse or broker-dealer where the institution will always take priority over the individual,...
by Integrated Marketing | Aug 4, 2026 | Blog, Independent Advisory
For decades, advisors were told the same story: If you want the tools, the technology, and the brand recognition to serve high-net-worth clients at scale, you need the resources of a big wirehouse behind you. They were told that independence may sound nice in theory,...
by Integrated Marketing | Jun 23, 2026 | Blog, Independent Advisory
The wealth management field is in the midst of a major structural shift. Advisors at wirehouses and broker-dealers are leaving in record numbers — not to retire, but to go independent. This breakaway movement has been building for years, and recent data makes it clear...
by Integrated Marketing | Jun 9, 2026 | Blog, Independent Advisory
We recently wrapped up our eighth annual Integrated Advisors Summit. Last month, a group of advisors and partners came together at the Phoenician Resort in Scottsdale to share insights and expertise, meet our technology partners, and enjoy the beautiful desert...
by Integrated Marketing | Feb 17, 2026 | Blog, Independent Advisory
The trends speak for themselves: More and more advisors are choosing independence — and there’s little reason to expect that momentum will change anytime soon. A recent study from Cerulli Associates found that advisor headcount at independent RIAs is projected to grow...
