You get a higher valuation at a lower tax level; that’s pretty compelling to people who make their living as financial advisers. It's a seller's market right now.
Shirl Penney, chief executive officer, Dynasty Financial Partners |
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Sumary: The four biggest U.S. brokerage firms are facing an exodus of employees who are finding they can make more money and save on taxes by taking their clients and starting an independent firm before they retire.
You get a higher valuation at a lower tax level; that’s pretty compelling to people who make their living as financial advisers. It's a seller's market right now.
Shirl Penney, chief executive officer, Dynasty Financial Partners |
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