Briefly Noted

Follow Your Advisor to a New Firm?

If your financial advisor decides to move to another firm or start his own company, should you follow? It is a scenario worth contemplating given that 12% to 13% of financial advisors change firms every year.

The Wall Street Journal addressed this issue recently. Their suggestion was to ask several questions before making a decision on whether to follow the advisor or not. These questions included:

...To continue reading this article you must be registered with AAII.

Gain exclusive access to this article and all of the member benefits and investment education AAII offers.
JOIN TODAY for just $29.
Register for FREE
to read this article and receive access to future articles.

Log in
Already registered with AAII? Login to read the rest of this article.


No comments have been added yet. Add your thoughts to the discussion!

You need to log in as a registered AAII user before commenting.
Create an account

Log In