In recent months, Wells Fargo & Co's wealth management division has experienced several restructuring and management changes.
With ease, Wells advisors can move quickly among channels, from the full-service brokerage to its independent channel, according to AdvisorHub. Wells Fargo bank clients can also move from the digital platform to full-service wealth management.
Executives at Wells Fargo credit the successful transformation to changes in leadership. According to a Wells spokesperson, "The entire field is now combined under one leader," referring to Sol Gindi, head of Wells Fargo Advisors.
Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.