Wisz says he would rather build companies than run them, so he’s looking for his next wealthtech idea with venture capital firm RTP Ventures.
With recent alleged scandals, his retirement could pave the way for more of the bank’s brokerage business to move to Wells Fargo Advisors division under David Kowach.
The host of late night’s “The Rundown with Robin Thede” is developing a new TV series about a financial advisor.
It’s the latest announcement from the group separating from LPL and launching its own brokerage next spring.
The tuck-in acquisition will improve scale and elevate services for the ultra-high-net-worth.
