As America celebrates 250 years of independence, it’s a fitting time to reflect on the value of independence in the financial advisory profession. In this episode, Jerry Davidse discusses what it means to be an independent Registered Investment Advisor (RIA), how independence can benefit clients, and why it plays an important role in shaping the culture, flexibility, and long-term vision of a firm.

In this video, you’ll learn:

• What it means to operate as an independent Registered Investment Advisor (RIA)

• Why independence may provide greater flexibility when evaluating financial solutions

• Why agility and adaptability matter in a changing financial landscape

• How independent firms strive to create value for clients, employees, and their communities

Financial planning is ultim ...