By Jill Nagy
A group of financial planners, formerly under the MassMutual banner, is now the team at Halliday Financial Services.
In January, the team left as a group and joined Halliday, a small independent broker dealer in business since 1982. About 80 percent of their clients moved with them, according to Jeffrey J. Jones, senior vice president and financial advisor.
The team has had several identities in recent years. They were originally a MetLife outpost. In July 2016, MetLife sold the team to Massachusetts Mutual.
“That was not a good fit,” Jones said, largely because they were “captive agents,” limited in the financial products they could sell to their clients.