AGE to FiNet
Oct 1, 2008 1:18 am
When Wachovia bought AGE, were AGE reps allowed access to the FiNet program right away?
If so, what kind of % did it? Successfully? Were there restrictions? What kind? Ameriprise bought HRBFA and may be opening up their independent platform to us. The AGE reps going independent @ Wachovia is the closest thing I can think of for comparison. Any input appreciated.Oct 1, 2008 2:34 am
[quote=unsure_at_HRBFA]When Wachovia bought AGE, were AGE reps allowed access to the FiNet program right away?
NO If so, what kind of % did it? Successfully? Were there restrictions? What kind? NA Ameriprise bought HRBFA and may be opening up their independent platform to us. The AGE reps going independent @ Wachovia is the closest thing I can think of for comparison. Any input appreciated.[/quote] It is not an available option till Feb 2009....and who know what we will be called by then???Oct 1, 2008 3:48 am
we’re on the list for April 09…but who knows what happens by then
id be fine with Morgan Stanley Finet...more than fine if the structure is the same, and it would be a great recruiting tool to bring over ML guys who want the option someday without the jump....but delays are inevitable with any more mergersSource URL:https://www.wealthmanagement.com/forums/whats-firms/age-finet-0