Keep Your Eye On The Ball – The Disease of Distraction at Wells Fargo
By now it has become commonplace to read in the news about the misadventures of Wells Fargo as turmoil and upheaval at the organization have become a near daily occurrence.
To The Victor Goes The Spoils- The Benefits of Strategic Growth Through Acquisition
Last year financial services saw a boom in mergers and acquisitions that strategically redefined the landscape of the industry. Statistically speaking, 2018 registered a 6% increase in financial services mergers and acquisitions, representing a cumulative 461 deals according to a White & Case research report.
Frank LaRosa, Elite Consulting Partners Founder & CEO, Pens Financial Planning Voices Column
Read Elite Consulting Partners Founder & CEO Frank LaRosa’s latest Voices column in Financial Planning.
The Acquisition Dance – Genstar Considers Interest Stake in Advisor Group
Genstar Capital made news last week as reports surfaced the company is in active talks to secure a majority interest in Advisor Group from Lightyear. As of a late, Genstar has become a major player on the financial services acquisition playing field, only four months ago acquiring Cetera Financial Group for $1.72 billion dollars.
In The Still of The Night – The Stealth Launch of Wells’ First RIA
It was a snowy Sunday, January 13th, morning in the Northeast, around 1AM when a LinkedIn post indicated the Schultz team, a Wells Fargo Private Client Group team based in Berwyn PA, was the “first to be ‘permitted’ to transition to the Wells RIA Pilot Program.
