AGE to FiNet

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Sep 30, 2008 9:18 pm

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.
Sep 30, 2008 10:34 pm
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.
It is not an available option till Feb 2009....and who know what we will be called by then???
Sep 30, 2008 11:48 pm

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 mergers