Wells Fargo Names New Growth Head for Independent Businesses
In a newly created position, Erik Karanik will oversee growth across Wells Fargo Advisors Financial Network (FiNet) and First Clearing.
Source: wealthmanagement.com
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The New Models Of Wealth Management: AI And DQ
We have global advisory boards with our next-generation and millennial clients because we want to hear directly from them.
Source: forbes.com
Ex-Wells Fargo Advisors chief Kowach launching new firm
Executives from Wells Fargo Advisors led by David Kowach have a $40 million war chest and plans to embrace an RIA aggregator strategy.
Source: investmentnews.com
More turnover at top of Wells Fargo brokerage group
Wells Fargo is undergoing more turnover of senior executives at its brokerage group, Wells Fargo Advisors.
Source: investmentnews.com
Former JPMorgan division head joining Wells Fargo Advisors as sales director
As the head of nationals sales, Simmons will oversee a team of more than 1,600 financial planners.
Source: financial-planning.com