Soul-searching wealth advisors ponder banking turmoil: Where do I want to work?
Financial Planning
“Advisors have to be really careful with the home that they choose, because if they’re doing it for their clients, then they need to make sure it’s the right home for those clients.” In the wake of the SVB banking collapse, many advisors are looking elsewhere. Jason Miller, partner at Crewe Advisors offers his take on how advisors can vet their new homes.
