The group is the fourth team managing more than $1 billion to join Wells Fargo’s FiNet unit for independent advisors.

Touchstone Wealth Partners, a multigenerational team based in Ohio and Florida, is the fourth billion dollar-plus practice to ...

Wells Fargo Advisors Financial Network, the firm’s independent contractor channel, has added a multi-generational team of ...

In the first quarter, the firm's FiNet channel for advisors working as independent contractors recruited advisors with $9 ...

A father-son advisor firm overseeing more than $2.1 billion on assets under management has left UBS Financial Services to affiliate with Wells Fargo Advisors Financial Network (FiNet) as a new ...

Touchstone Wealth Partners is the fourth team with more than $1 billion in client assets to join Wells Fargo's FiNet unit ...

Wells Fargo’s robo-advisory, Intuitive Investor, offers multiple portfolios, comprised of seven to 11 exchange-traded funds ...

The duo, advisors Justin (Judd) Bohall and Alyson Maher, operate as Bayview Financial Group and are supported by administrative assistant Jennifer Briggs and operations manager Ashley Edwards. The ...

Wells Fargo has lured a billion-dollar ensemble from Ameriprise to join its indepedendent broker dealer arm, the firm announced Thursday, as Ameriprise and Cetera announced notable advisor additions ...

You trust your financial advisor with your retirement, your children’s college fund, and your family’s long-term security.

Wells Fargo continues its push to bring advisors to its independent contractor channel with an 11-person advisor team based in Indianapolis that has broken away from Ameriprise. Managing partners ...