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.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
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.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
