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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

Tuesday, July 29, 2014 – 9:14 PM by Lisa Shidler
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Jeffrey Fratarcangeli is the dream FiNet recruit -- big assets from a big rival.

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In RIA custody milieu, Charlie Scharf's BNY Mellon exit for Wells Fargo is latest unforeseen vapor trail after Lisa Dolly, Tim Hockey, Terri Kallsen, Andy Gill and others fade into the firmament

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Mentioned in this article:

Finetooth Consulting
Consulting Firm
Top Executive: Ryan Shanks

Leitner Sarch Consultants
Recruiter
Top Executive: Danny Sarch

FA Match
Consulting Firm, Specialized Breakaway Service, Recruiter
Top Executive: Ryan Shanks




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