5 Reasons To Consider Using An Independent Financial Advisor Over A Captive Financial Advisor
First, let’s differentiate. An independent advisor is one who works for themselves, not for another corporation. A captive advisor is one who works for a corporation, they may franchise a local office, but ultimately, the corporation dictates the rules. An independent advisor can offer the best investment solutions for a client, and they can tailor their financial planning services to meet the needs of a client. A captive advisor can only offer very limited investment products or financial planning services. We are going to look at 5 reasons to use an independent advisor over a captive advisor.