Adviser/team AUM: $55,000,000
|Firm leaving||Wells Fargo Advisors|
|Firm joining||Prospera Financial Services|
|Date||March 13, 2018|
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.
Fred Barstein, founder of The Retirement Advisor University, explains why the old way of doing business is dead no matter what happens with the regulation.
Latest news & opinion
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