It’s not just about money.
In most people’s minds the term “financial advisor” has all the emphasis on “financial” and very little about “advisor.” We disagree. 202 more words
It’s been a trend at the big brokerage firms since 2008: the focus on the on the multi-millionaire and billionaire client. At Merrill Lynch, management has increased its effort to discourage their brokers from dealing with clients under $250,000. 143 more words