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By Janet Levaux, AdvisorOne |
May 1, 2013
Plus, EP Wealth Advisors gains advisors from Schwab and Bernstein for its Southern California operations.
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By Janet Levaux, AdvisorOne |
September 19, 2012
The newly independent financial advisors are coming to Wells Fargo's Financial Network with a total of nearly $675 million in assets.
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By Janet Levaux, AdvisorOne |
August 13, 2012
Wells’ FiNet also adds a team from Citizens Bank, as MSSB sees an IT exec depart, as well.
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By Marlene Y. Satter, AdvisorOne |
June 6, 2012
This week in new hires, Kent Christian was named the new president of FiNet; BlackRock named Mark Howard-Johnson head of global real estate securities management; and Ross Hikida became a member of AARM Corp.’s board.
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By Janet Levaux, AdvisorOne |
May 24, 2012
John Peluso, president of Wells Fargo Advisors Financial Network, says the independent channel of Wells Fargo had a very good 2011, and he expects the group to have an even better 2012.
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By Janet Levaux, AdvisorOne |
May 9, 2012
According to FiNet President John Peluso, three in 10 advisors are exploring independence today versus one in 10 in the past.