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Credit Suisse punts its private banking business to Wells Fargo

The take-my-brokers-please deal has skeptics but shows forethought, too

Author Brooke Southall October 21, 2015 at 12:06 AM
Admin:
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Joe Piazza: Many advisors will not wait around for the deal to close.

Elmer Rich III

Elmer Rich III

October 22, 2015 — 5:21 PM

“Smart money leaves first.”


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Shirl Penney hands over 'front end of the house' to Andrew Marsh as Dynasty reboots -- post-$100-million raise, post-IPO withdrawal and post-Schwab partnering

The Dynasty CEO is handing over sales, custody relations, breakaways and M&A sales to the un-retired Canadian -- and wildly promoting from within.

September 21, 2023 at 1:53 AM


Mentioned in this article:

Advisor Growth Strategies, LLC
Consulting Firm
Top Executive: John Furey



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