Chad R. Bester, who managed $300 million at Wells Fargo Advisors in Minneapolis, has joined Mount Yale Capital Group as an equity partner and senior vice president of investments. He also will serve on Mount Yale’s executive leadership team, the firm said in a release.
Bester and his team operate as Bester Wealth Management.
Bester spent almost 19 years at Wells Fargo, joining the firm in 2002.
New chief executive Rich Steinmeier replaced Dan Arnold on October 1.
The global firm is navigating a crisis of confidence as an SEC and DOJ probe into its Western Asset Management business sparked a historic $37B exodus.
Beyond returns, asset managers have to elevate their relationship with digital applications and a multichannel strategy, says JD Power.
New survey finds varied levels of loyalty to advisors by generation.
Busy day for results, key data give markets concerns.
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
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