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.

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Hightower's Strategic Realignment Leads to 5% Workforce Reduction

October 4th, 2023
Chicago-based Hightower has downsized its workforce, reducing its workforce by 5%.

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Morgan Stanley Toughens Earnings Targets for Financial Advisors

October 3rd, 2023
In 2024, Morgan Stanley's 15,000 financial advisors must generate more revenue and work harder to maintain their current take-home pay.

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U.S. Capital Advisors Terminates Billion-Dollar Advisor Over Unearthed B...

October 2nd, 2023
U.S. Capital Advisors has terminated David M. Harris, one of its largest producers, after discovering his plans to start his own firm, as reported ...

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