Wells Fargo
Wells Fargo FiNet Adds $3.2 Billion in Recruited Assets Since March
Jun 25, 2020
The president of Wells Fargo’s independent unit, Kent Christian, details the firm's recruiting amid the pandemic.
Transparency with Diana B podcast
Transparency with Diana B.: How John Hyland Fought Cancer and Won—Three Times
Jun 24, 2020
“I said, ‘Doc, am I going to live?’ And it was just silence. He finally says, ‘We have a lot of work to do.’ And that day was a tough day for me.”
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DOL Puts Guardrails Around Use of ESG in Private Retirement Plans
Jun 24, 2020
The Department of Labor has proposed a new rule that would require more analysis and documentation around ESG investments in private retirement plans.
Elizabeth Nesvold
Michael Kitces' #FASuccess Podcast: Elizabeth Nesvold on the Evolution of the Valuation of Wealth Management Firms
Jun 23, 2020
Raymond James' Elizabeth Nesvold details what investment bankers actually do for wealth management firms.
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Hightower Names Stephanie Link New Chief Investment Strategist
Jun 23, 2020
The firm has appointed Stephanie Link, former head of global equities research at Nuveen, as its new chief investment strategist, a newly created role.
Creative Planning Wealth Management President Peter Mallouk
Q&A: Peter Mallouk on His Latest Acquisition, M&A and Plans to Re-Up TV Ads
Jun 23, 2020
Creative Planning CEO Peter Mallouk opened up recently on his latest acquisition, where it fit, the firm's approach to M&A, and plans to re-up on his TV marketing strategy.
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Cary Street Acquires $215 Million AUM Waypoint Advisors
Jun 23, 2020
Cary Street will merge with Waypoint Advisors, creating a combined firm with $4 billion in client assets.
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