Mike Quattrini spent 40 years working at the Corning Credit Union, the last 20 of them as a financial advisor in the investment program that he helped launch. As he approached 60, he started thinking about retiring. “As I thought about it, I realized I’d have to figure out how to separate from the credit union.”

Leaving an advisory business in the bank channel is generally quite a different proposition from leaving an independent advisory firm or a wirehouse.

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