IMO the plan put in place 18 months ago didn’t work. I suspect in less than 90 days they will reorganize, again. Unfortunately there won’t be anyone left to reorganize, so expect more lipstick on a pig. Can anyone confirm the suspected reorg 2.0 is in process?
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Fake news
WIM is going to disappear. Just wait and see.
Why wasn’t private bank merged into WFA a long time ago?
WA’s definitely to become FA’s. Same w higher paid private bankers.
Rearranging the deck chairs on the Titanic as the band plays on…
Wealth Advisors will become FAs.
route 195, remote is the right route
no, i heard its 225,000 remote then rest on site ( annual basis)
What makes anyone think WAs are gone. New HNW branch manager role will lead FA and WA’s
WAs are gone?
Depends what you think tye plan was 18 months ago. I think getting rid of the RMDs and WAs was kind of the last piece.