Leave bank => take assets = lawsuit?
Oct 16, 2016 11:28 pm
Curious what any of you guys with first-hand experience/knowledge of this think:
If you were a successful advisor at a bank (non-broker protocol firm) and you leave - what steps would you take to transition as smoothly/safely as possible?
Source URL:https://www.wealthmanagement.com/forums/general/leave-bank-take-assets-lawsuit