FEBRUARY 19, 2019

INDUSTRY

Why A Broker Intentionally Left $50 Million at Wells Fargo to Join Its RIA Channel

Michael Thrasher

Ex-Wells Fargo broker Perry Mattern said the freedom to access better technology was the draw to leave the brokerage and join the bank's new RIA business, and he was willing to leave $50 million behind at the brokerage to get it.

FULL ARTICLE

BUSINESS PLANNING

Top Seller Considerations for Internal Succession Plan Transactions

Patrick Farrell

Internal deals typically involve a higher level of knowledge and awareness of how the practice is structured and operates among both transaction parties.

FULL ARTICLE

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