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Wells Fargo s LifeSync shows client asset aggregating is table stakes
The LifeSync platform could help advisors bring in new clients who are close to existing clients, as well as win over new held-away assets.
United states
Michelle moore
Monte carlo
Louis diamond
Michael liersch
Charlie scharf
Client group
Merrill lynch
Wealth brokerage service
Wells fargo
Wall street
Private client group
Investment management
Prival bank
Life plan
Morgan stanley
Wells Fargo Advisors Head Retires; Sol Gindi Named Replacement
Sol Gindi, who joined Wells Fargo in October 2020 as chief financial officer for WIM, will take over Jim Hays’ position immediately, reporting to Sommers.
Barry sommers
David kowach
Jim hays
Sol gindi
Client group
Advisor group
Investment management client relationship group
Wealth brokerage service
Wealth financial group
Wells fargo
Wells fargo advisors
Investment management
Private wealth financial group
Private client group
Independent advisor group
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