The return of volatility in the markets, the threat of a heightened trade skirmish, and the hit the technology sector took on the heels of challenges to Facebook and Amazon, have kept market commentators busy churning out vivid headlines and analyses. It can be unusually difficult in moments like these for investors to hold onto | Read More +
Top FinancialAdvisors
2023
3/2023
98%
Sage Financial
Client Retention
2017–2022
Client Retention
2017–2022
1/2023
98%
Sage Financial
Team Retention
2017–2022
Team Retention
2017–2022
1/2023
Best Placesto Work
2023
7/2023
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Our client retention rate is calculated annually and 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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