Changing Investment Firms
Jill on Money with Jill Schlesinger
Big Bank vs Independent Financial Advisor
Jill compares large banks and independent advisors, emphasizing process, investment approach, and fiduciary behavior.
My planner of 20 plus years has struck out on his own with a large fiduciary firm and would like me to move my money to his new company. Should I?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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