Satisfying an Advisor’s Quest for Independence as an Employee
Diamond Consultants
JUNE 28, 2023
Wells offered them the ability to have a unique brand on their website, a custom-built space, and demonstrated through the recruitment process that management could remove obstacles more easily than they experienced at UBS. Plus, true open architecture with 3 rd party asset custody and enticing economics made it difficult to ignore.
52 
Let's personalize your content