Print a PDF version of this post. Last week The Wall Street Journal reported that the probe into how Wells Fargo has systemically misled clients now extends to practices in its wealth management division. Bloomberg recently reported that J.P. Morgan’s “failure to properly inform some…clients about conflicts of interest has resulted in a record $30 million whistle-blower award.” And | Read More +
Top FinancialAdvisors
2023
3/2023
98%
Sage Financial
Client Retention
2017–2022
Client Retention
2017–2022
1/2024
98%
Sage Financial
Team Retention
2017–2022
Team Retention
2017–2022
1/2024
Best Placesto Work
2023
7/2023
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Our client retention rate is calculated annually and based on a one-year time period. We adjust this number when the change in either direction is equal to or greater than 2%. Our team member retention rate is calculated annually and reflects the average of a five-year time period. We adjust this number when the change in either direction is equal to or greater than 2%.
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