Your Broker-Dealer Just Sold; What’s Next?

by Michael Roby | Aug 18, 2017 | Investment Advisors, Practice Management

Things happen fast in the digital age. In the old days, you received a wire, a letter, or you joined a conference call. Today you might hear about it when you receive a notification on a smartphone. Your broker-dealer sold to another firm. We react in a visceral way to events like this. We remind […]