 Wirehouse systems sometimes force advisers to shoehorn a client into a client experience that the client doesn’t always want.”John Straus, chairman and chief executive, FallLine Securities |
Vonnegut: The Math and Meta Questions of Going Independent
Norb Vonnegut | Wall Street Journal, October 2015
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Summary: Compensation is the wrong way to make your decision. The decision starts and ends with clients, as highlighted in these four questions you should be prepared to answer.
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