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Commonwealth Lures First Wirehouse Team Into Access Advisor Program
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Longtime tanker driver named NTTC Tank Truck Driver of the Year
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Former longtime owner-op recognized as top tanker driver
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Integrated Advisors Network Builds Out Pathway for Breakaways RIA support platform Integrated Advisors Network has acquired consultants ReDefine Independent Advisors in an effort to build out a more dedicated offering for breakaway wirehouse advisors.
Integrated Advisors Network, a Palos Verdes, Calif.-based support platform for registered investment advisors, has acquired ReDefine Independent Advisors, an RIA consulting firm, to build out a dedicated offering for breakaway advisors. As part of the deal, the firm has named ReDefine CEO Jason Inglis as its new president.
Since Integrated Advisors Network, an SEC-registered RIA, was launched in 2015, it has been getting the majority of its business through referrals from the custodians, including Fidelity, Schwab and TD Ameritrade, Inglis said. The firm was not having much luck with wirehouse advisors. Although he didn’t come out a wirehouse himself, Inglis has experience helping wirehouse advisors transition to running a
Wells Fargo advisors will no longer be able to service clients abroad, according to a company memo.
Wells Fargo plans to stop catering to clients outside the U.S. in an effort to “simplify the business,” said Jim Hays, head of Wells Fargo Advisors and the wealth and investment management client relationship group, in a memo to advisors obtained by
WealthManagement.com.
“Within the WIM client relationship Group, we also want to focus on our core business, which is serving clients who primarily reside in the United States,” Hays wrote. “As such, we have decided to exit the international segment of our business. Because this segment requires different processes, approaches, and infrastructure maintenance, we have determined we will simplify the business.”