Frequently Asked Questions

I signed a retention agreement. Do I need to wait to transition until my retention agreement has expired?

Not necessarily. Your transition options need to be reviewed.


Don't have the answer you're looking for?

Contact Us Today

Blog

Ten Favorite Mnemonics of Financial Advisors

October 21st, 2021
According to WealthManagement.com, financial advisors can and do use memory aids used by advisors to help them serve clients.

Read More

Merrill Lynch Strips Trainee Advisors of Their Client Books

October 20th, 2021
According to a spokesman at Merrill Lynch Management, around 200 prospective advisors have been stripped of their clients.

Read More

Project Thunder Campaign Continues: Merrill Lynch Adds Mobile Tools, Ann...

October 19th, 2021
Merrill Lynch's Project Thunder campaign continues with its fifth round of updates.

Read More