A 37-Year Merrill Lifer Shares Why Even Long-Tenured Advisors Can Benefit by Forgoing CTP and Breaking Away
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As a former Merrill ACTM chairperson, Andy Ferguson had an acute view of the changes taking place at the firm. He shares how that influenced his decision to opt for independence over Merrill’s retire-in-place program CTP and more.
A 37-Year Merrill Lifer Shares Why Even Long-Tenured Advisors Can Benefit by Forgoing CTP and Breaking Away