BofA Loses $5.9 Billion Wealth Adviser

BofA Loses $5.9 Billion Wealth Adviser

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“It used to be an advantage to have a large brand on your card. I think many today feel it’s a disadvantage." Thomson, chairman of Dynasty, said in an interview. "If you’re a financial adviser, you don’t want to spend time talking to clients about what’s going on at your firm.”