Summary: With Thanksgiving over and the rest of the holiday season creeping up on us, now is the time when advisers begin to finalize their business and strategic plans for the upcoming year. For many on the wirehouse side, that means laying the groundwork for a move to the independent space
 What advisers need to understand, however, is that not every super-OSJ firm is created equal. Transitioning is hard work. There are many things that go into making this a successful effort. But there are also many services that don't..”Steven Dudash, president, IHT Wealth Management |
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