by Patrick M. Kelly | Nov 9, 2012 | Financial Services Industry
By merging two of its wealth management units earlier this year the Abbot Downing Wealth Management business was launched. Under President Jim Steiner, the subsidiary, which has a “small firm feel”, caters to ultra-high-net-worth individuals and families with $50...
by Patrick M. Kelly | Oct 31, 2012 | Going Independent, Wells Fargo
Wells Fargo Advisors Financial Network has added four practices. With these financial advisors its independent brokerage arm, FiNet, has over 1,100 owners and financial advisors in more than 540 practices, with over $55.5 billion in assets under management. The new...
by Patrick M. Kelly | Feb 8, 2012 | Banks
Wells Fargo, CEO John Stumpf, puts it bluntly: “When we hire somebody around here, we want to know how much you care, before we care how much you know. We call our employees team members, not employees. Employees denote an expense to be managed. Team members are an...