Download this guide from BNY Mellon's Pershing in order to:

• Find out why many advisors are moving to the RIA model, and how they are making a seamless transition
• Get to know the benefits of independence, such as business ownership and the economic upsides
• Learn how to make your move, including a deep dive into the process and how to put a plan together that factors in risk management, client communications and transition support
• Hear from three firms who have successfully switched to the RIA business model—and why they should have done it sooner