Giant Indiana RIA is the latest to take a bite out of Wells Fargo's UHNW unit
The defection of five advisors will allow $16-billion Oxford Financial Group to open a Minneapolis office
Author Lisa Shidler September 14, 2011 at 5:52 AM
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Related Moves
In RIA custody milieu, Charlie Scharf's BNY Mellon exit for Wells Fargo is latest unforeseen vapor trail after Lisa Dolly, Tim Hockey, Terri Kallsen, Andy Gill and others fade into the firmament
The CEO-for-rent will face a monumental challenge turning around Wells Fargo, but perhaps not as bleak a landscape for profit margins; Is the RIA free ride coming to an end?
