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Wells Fargo's Finet deepens recruiting team, adds regions

Record year, marketing study led to investment in more staff

Author Elizabeth MacBride April 22, 2010 at 6:40 AM
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John Peluso: The success all of us have had in the independent channel has raised the profile.

John Peluso

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Jason McLaughlin

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KImberly Hollenbeck

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Kent Whitaker

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Scott Bruin



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January 11, 2025 at 3:01 AM

In RIA custody milieu, Charlie Scharf's BNY Mellon exit for Wells Fargo is latest unforeseen vapor trail after Lisa Dolly, Tim Hockey, Terri Kallsen, Andy Gill and others fade into the firmament

The CEO-for-rent will face a monumental challenge turning around Wells Fargo, but perhaps not as bleak a landscape for profit margins; Is the RIA free ride coming to an end?

October 1, 2019 at 1:06 AM


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