Updated Thursday, July 24, 2014 as of 7:59 AM ET
Industry - Independent BDs
FP50: Big Changes at the Top
Financial Planning
Monday, June 2, 2014
Partner Insights

“We thought, 'Why don’t we call them?’ With the exception of one, over 90% of those people said they were going to take a wait-and-see attitude.”
Still, Schwartz adds: “The more he goes in that direction, the more our value proposition will stand strong.”

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