Wells Fargo advisors jumping internally — to FiNet
Wells Fargo has turned to its independent advisor business, FiNet, as a way to hang onto advisors by having them move internally.
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Wells Fargo has turned to its independent advisor business, FiNet, as a way to hang onto advisors by having them move internally.
David Kowach's new firm, &Partners, is hiring advisors, with recent pickups from Edward Jones and Wells Fargo.
David Kowach's new firm, &Partners, acquired a broker-dealer and registered investment advisor with $663.8 million in assets in Tennessee.
The new firm, &Partners, started by David Kowach, a former head of Wells Fargo advisors, wants to hire 100 advisor teams.
Jack Ginter, former head of Wells Fargo's private bank, Abbot Downing, has started a new firm, a family office, outside of Philadelphia.