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The End Of The 1099 Model
The End Of The 1099 Model
For the last 15 years, 1099 broker-dealer platforms were the go-to path for independence. Advisors got high payouts, familiar big-bank infrastructure, and a model that felt close to W-2 without the firm name on the door. I call it semi-independence.
Why? Because while advisors may own their practices economically, they’re still captive—one custodian, one tech stack, firm-centric compliance, proprietary products, and rules built for the lowest-common-denominator advisor. Limited marketing freedom. Lengthy approvals. Endless constraints.
What’s changed? Full independence has erupted.
Видео The End Of The 1099 Model канала Roger Gershman
For the last 15 years, 1099 broker-dealer platforms were the go-to path for independence. Advisors got high payouts, familiar big-bank infrastructure, and a model that felt close to W-2 without the firm name on the door. I call it semi-independence.
Why? Because while advisors may own their practices economically, they’re still captive—one custodian, one tech stack, firm-centric compliance, proprietary products, and rules built for the lowest-common-denominator advisor. Limited marketing freedom. Lengthy approvals. Endless constraints.
What’s changed? Full independence has erupted.
Видео The End Of The 1099 Model канала Roger Gershman
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14 февраля 2026 г. 1:05:20
00:00:59
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