The Canell Group includes the sibling advisory duo Jay and Neil Canell. They’re joining Wells Fargo’s Private Client Group along with four advisors and support staff.
Wells Fargo Advisors provides the platform to help serve clients with sophisticated needs AND offers the flexibility to manage my practice in any way I see fit.
In other RIA news, Merchant stakes an investment banking firm, Focus partner firm Transform Wealth buys fellow Denver business Custom Portfolio Group, and Cetera's employee RIA acquires an Austin-based practice with $185 million in assets.
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