The next Wells Fargo boss will have a lot on her plate, advisors warn.
April 8, 2019
Several advisors collectively managing over $1.1 billion jumped ship to Stifel.
The document would include information already available on Form ADV Part 2A.
Also: Wilmington Trust, BNY Mellon, New York Private Bank & Trust and more ...
President of the Institute for the Fiduciary Standard also writes that objections from the industry to state-level fiduciary rules have no merit.