The W Source, which was founded about a year ago by financial planner Hannah Buschbom, helps female advisors establish networking groups of 20 to 25 professionals in their community.
Merrill Lynch has dropped nine federal court cases it filed against former financial advisors to prevent them from arbitrating claims against the firm.
Many advweaisors who explore full-on independence find that it’s just too much of a leap. For those folks, the quasi-independent space may be just the ticket.