The Difficulty of Going it Alone

Published Saturday, June 01, 2002

One spring day two years ago, Peter Haack paid a visit to a friend, a broker working for Salomon Smith Barney in New York. Haack, who had been running his own suburban Chicago-based independent practice for 11 years, was amazed. “He had access to all these resources — specialists in estate planning, insurance, retirement planning — I could never get as an independent,” he says. Haack had already been wrestling with the problem of how to offer clients a broad array of such services. On top of that, he was growing tired of all the time he had ...

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