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Jun 25, 2018

In the News: Wells Fargo Advisors to Tell Customers They can Keep Data Away from Brokers

I was recently interviewed by AdvisorHub, a popular wealth management news source, to discuss the news that as of today, Wells Fargo Advisors will start telling customers of its private client group, that they can prevent their brokers from taking their contact information with them should the advisor leave the firm. » Read More