Advisors Tammy Sweet Halprin and Scott Finkler now operate as the Halprin Finkler Investment Group of Raymond James in Destin, Fla., the firm says. The duo had $2 million in annual production at the time of their departure from Wells Fargo, according to Raymond James.
Source: Raymond James Nabs a $260M Wells Fargo Team | IAG Breaking News
Wells Fargo struck a deal with Credit Suisse to smooth the recruitment of the Swiss lender’s private-bank employees as their firm retreats from managing wealth for U.S. clients.The deal would allow U.S. advisors and clients to move to Wells Fargo Advisors by early 2016, according to a joint statement Tuesday from the firms.
Source: Wells Fargo Reaches Agreement to Add Credit Suisse Advisors | IAG Breaking News