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Articles tagged "Wells Fargo Advisors Financial Network"


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Barry Sommers is ready to put FiNet ahead of Wells Fargo Private Advisors.

Wells Fargo spins heads and kills fax machines with radical plan to counter wealth management erosion by five-fold building of its IBD network -- even it if means cannibalizing its own advisors

Wealth CEO Barry Sommers tells Bloomberg its 1,600-advisor IDB will exceed 12,000-broker unit in five years, but internal one- to two-year wait-list will complicate effort, recruiters say.

October 11, 2023 at 2:59 AM

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

John Lynch: I'm not really hog-wild about the whole RIA idea.

Why a FiNet advisor with $477 million of advised assets flew the coop but said 'no thanks' to becoming a Schwab RIA or LPL rep

John Lynch landed with Raymond James, where he feels at home and retains the option to shift to an RIA model

April 13, 2012 at 3:44 AM

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