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.
A recent Edward Jones survey of 1,006 Americans found that advisors with military experience can be more appealing to potential clients. (We wrote about it in the May 2012 issue.) But a former advisor, who has military experience, says nothing...
Greensboro: “How can my goals be any more important to me than they already are,” moaned Arnold, during the Q & A of our FastTrack for Growth workshop, adding final emphasis with “If I don’t hit my new assets targets I need to find a new...
