If you have an institutional/corporate trustee or fiduciary, like Vanguard PAS or a bank trust department, the relationship is more likely to endure than if you select an individual who may relocate, die, retire, or abandon their customer....I wonder if this happens less when you are using a service like Vanguard PAS because the advisor isn't technicallyi the boss.
Statistics: Posted by 123 — Tue Oct 08, 2024 8:55 pm — Replies 18 — Views 535