Is Your Broker Changing Firms? Should You Stay, Or Should You Go?

You’ve been working with a broker for years, and built up a great relationship, and one day they announce that they’ve left their firm in pursuit of greener pastures. So what now? Do you keep your assets at the original firm, where they’ve been for years, or do you follow the individual you’ve been working so closely with? Barry Glassman shares on CNBC that the first step is entirely your decision- and don’t let pressure of either side sway you.

Read more about Switching brokers from CNBC.

Julia Skinner

Julia Skinner

When you come to visit us at Glassman Wealth, Julia is likely the first face you’ll see. There’s a good chance you’ll see a book on her desk, or perhaps even in her hands if she’s managed to find time to squeeze in some reading.
Julia Skinner
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