Changing Investment Firms
Jill on Money with Jill Schlesinger
When Your Planner Breaks Away
Jill explains breakaway brokers and what to ask when a long-time planner moves to a new fiduciary firm.
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.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
The AI-powered Podcast Player
