NOT FOR REPRINT
5 Keys to a Seamless Move to Another Firm
By
Matt Regan
Commentary July 11, 2024 at 02:42 PM
Share & Print
What You Need To Know
- Advisors often choose to remain in their current situation even when there are potentially better alternatives.
- Clients are much more understanding and even enthusiastic about change than advisors expect.
- There can be considerations around advisors' employment agreements that need to be addressed.
NOT FOR REPRINT
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
