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Articles tagged "KImberly Hollenbeck"


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Christopher Norton: By working with the advisor and not the institution directly, the clients may perceive that they are protected from the shenanigans.

FiNet welcomes six wirehouse defectors at the apex of a withering Wells Fargo bank scandal that 'has legs'

Wells Fargo Advisors and FiNet ADVs warn of some cross-selling as RIAs eye Wells Fargo to see if the only wirehouse attempt to support independents will succeed, fail or end in confusion

September 29, 2016 at 7:15 PM

Jeffrey Fratarcangeli is the dream FiNet recruit -- big assets from a big rival.

The perplexing case of Wells Fargo's non-wirehouse advisors: A blueprint for Merrill, UBS and Morgan or a cheap lesson in what not to do

The good news is that FiNet is the fastest growing channel at Wells Fargo; the bad news is that its brand and compliance can be hindrances

July 29, 2014 at 9:14 PM

John Peluso: The success all of us have had in the independent channel has raised the profile.

Wells Fargo's Finet deepens recruiting team, adds regions

Record year, marketing study led to investment in more staff

April 22, 2010 at 6:40 AM

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