The Two Key Reasons Advisers Choose The Licensee They Do

In our recent analysis of movements in the industry, we witnessed the continued migration of advisers towards privately held licensees and identified a preference towards larger licensees. Rather than relying on just the numbers and hard data, our analysis also included spoking to both advisers and BDM’s for service and product providers, to get their take on the most important considerations for advisers deciding to transition to a new licensee. The advisers we spoke to generally identified 2 key areas in their decision making.