Why Billion-Dollar Teams Move: 7 Drivers That Impact Financial Advisors At All Levels
By Mindy Diamond, Forbes.com – With all that’s been going on in the world, it’s hard to imagine that the first half of 2020 would be an active one for advisor movement. Yet, by our count, 23 teams managing a billion dollars or more – representing almost $50B in assets – transitioned to another firm or model.
