 As we looked around at different independent networks, we started to see that each model offered a vast number of different technology and back-office platforms.”Don O’Neal, Wells Fargo Advisors Financial Network |
Wells Fargo's Indie Channel Growing Faster Than Captives
Murray Coleman | Financial Advisor IQ, February 2015
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Summary: After working more than 35 years at Merrill Lynch, advisor Don O’Neal decided in early 2013 to make a switch. Along with his longtime partner, Teresa Brokaw, he packed up and joined a rival wirehouse. But instead of becoming a captive broker, the pair signed up with the Wells Fargo Advisors Financial Network, or FiNet, the firm’s independent channel.
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