Satisfying an Advisor’s Quest for Independence as an Employee
Diamond Consultants
JUNE 28, 2023
Take Vincent Finney, Ryan Bibler, and Joseph Panfil, for example: Former UBS advisors managing $800mm in AUM, who were looking to achieve greater freedom and control, and decided to move from UBS to Wells Fargo’s W-2 Private Client Group. But things started to change at the firm. First, UBS left the Protocol for Broker Recruiting.
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