By Jason Diamond – What’s changed at Ed Jones—and what’s driving so many advisors to seek other options? While many brokerage firms have seen noticeable advisor attrition in recent years, the velocity of moves away from Ed Jones, a firm that built its legacy on a strong culture, begs a few important questions.
By Wendy Leung – When considering a move, it’s natural for advisors to wonder whether clients will follow them to the new firm. Yet the desire to share the news can completely derail a transition to another firm. Here’s what top attorneys recommend when it comes to communicating with clients before, during and after a move.
By Mindy Diamond – Is it a greater level of pain, desire, reward – or a combination thereof – that drives even the most seemingly unmovable advisors to change? For every advisor – whether it’s frustrations pushing them or the desire to be more entrepreneurial pulling them – making a move involves complexities that may seem impossible to overcome.
