Peter Sargent, a 20-year veteran of Merrill Lynch, stunned many when he left to join Janney in March. He chose Janney for its focus on client relationships and the combination of scale and intimacy that it offers.
It’s likely you haven’t heard of Scottrade’s advisor platform – but if current growth rates continue, you will.
“The rollover IRA is really the wild west of financial products.”
Catherine A. Saunders head of RIA Business, Putnam Investments
