Wells Fargo ISG paltform in Private Bank offices
Feb 23, 2010 12:19 am
Anyone have any info on this? They are trying to team ISG brokers w/the private bank as well as family offices. Apparently all those 2 can do are RIA type biz and they are mising out on ability to acat clients to brokerage side. The pitcg is pretty good, just looking for some feedback.TIA.
Source URL:https://www.wealthmanagement.com/forums/whats-firms/wells-fargo-isg-paltform-private-bank-offices