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May 10, 2012 2:26 pm

paedoadvisor

Joined: 2012-03-08Offline

What is going on with FINET?  We are being told no at every turn.  I have been with them for over 10 years and I have seen them go down hill over the last 18 months.  They have now said that will NOT offer a hybrid RIA channel.  After telling us every year for the last 4 years that a hybrid option is coming soon.  We are still using technology from 2006!  We cannot use iphones or ipads.  Their technology cannot keep up. 

May 10, 2012 2:38 pm

williewonka

Joined: 2012-05-10Offline

Paedoadvisor is right.  I have been with FINET for over 5 years.  Wells Fargo is putting their stamp on the FINET channel.  They will not allow any flexibility to the "owners".  They do not understand that we are owners.  I have had Wells Fargo Bank employees calling on my client's trying to cross sell.  They have access to all my clients accounts and personal info.  Run for the hills if you are considering FINET!