Wells Fargo last Wednesday said it added a new sports and entertainment program that's focused on financial advisors who serve clients within those industries.
"The Sports & Entertainment Program shows our commitment to both our financial advisors, and the affluent and high-net-worth clients that they serve,” Clarence Nunn, executive vice president of wealth and investment management at Wells Fargo, said in a statement. "I believe we provide the best service and support, and this development gives our business a greater ability to expand in an area where we believe we can offer great expertise."
In the statement, Wells Fargo cited the sports and entertainment accredited wealth management advisor designation rolled out in 2022 by the College for Financial Planning as a factor that will help its advisors meet such clients' needs.
Wells Fargo Advisors ended last year with 12,000 financial advisors.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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