9. INDUSTRY, INNOVATION, AND INFRASTRUCTURE

Ashton Thomas scores a $2.5B Wells Fargo team: Advisor Moves – Financial Planning

Written by Amanda

Independent and regional firms continued pulling advisors from big industry players this week.

Ashton Thomas Private Wealth recruited from Wells Fargo and Citizens Financial from RBC Wealth Management, while LPL Financial drew from UBS and Kestra. Plus, on the executive front, the fintech firm Envestnet hired a permanent CEO. Check it out below.

Source: financial-planning.com

About the author

Amanda

Hi there, I am Amanda and I work as an editor at impactinvesting.ai;  if you are interested in my services, please reach me at amanda.impactinvesting.ai