“We at tru are proud of the fact that we're a firm that is built by leaders who have spent their entire careers in the independent space,” he said. “We are not learning the independence space at the same time the advisor is learning it. This understanding allows us to make informed decisions for today and tomorrow.”
Financial Advisor asked Dogra why advisors would choose partnered independence to working in a wirehouse as an employee.
Founded in 2014, tru Independence has approximately $8 billion in client assets.