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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.
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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.
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