US EditionShould You Keep Your Financial Adviser After a Move?
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Should You Keep Your Financial Adviser After a Move?
By Morey Stettner in MarketWatch, featuring Vincent Birardi, CFP®, AIF®, Senior Wealth Advisor And what’s your best option if your adviser is making a long-distance move? More Americans are moving from state to state. Based on 2022 U.S. Census Bureau data, there’s been an uptick in long-distance moves over the past decade. If you’re one of those people, you presumably bid farewell to local service providers like doctors and hair stylists. But …
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