I’m Paying My Adviser 1%, But ‘The Only Communications I Get Are Invoices.’ So I Want to Regain Sole Control of My Accounts — Without Having to Talk to Him About It. Is This Possible?

By Alisa Wolfson June 21, 2022 MarketWatch

CFP Board Ambassador Don Grant, CFP® highlights some key steps to take if you are transferring your assets to a new financial firm.