Matthew Zaft, Connor McKinney
The Zaft McKinney Group
Adviser/team AUM: $219,000,000
Gross annual production/TTM: $1,810,000
|Firm leaving||Bank of America Merrill Lynch|
|Firm joining||Morgan Stanley Wealth Management|
|Date||August 01, 2012|
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Latest news & opinion
Sure signs that clients may be on the way out the door.
Flows to advisory accounts, while still higher than the start of 2016, dropped off more than 20% from Q2 and were the lowest in a year.
Median compensation hovers just under $100,000 on the low end and reaches nearly $300,000 for bosses.
All 634.403 reps have been ranked based on factors such as prior regulatory disclosures, disciplinary actions and employment history.
Losing big deductions, even in lieu of a larger standard deduction, may cause taxes to rise in retirement.