After it’s sold, Wells Fargo Asset Management will continue to provide a popular rising-dividend-equity strategy, the Managed Diversified Stock Income Plan, to Wells Fargo Advisors, according to a memo.
Reegan Rae was recently tapped to lead Portland-based, employee-owned RIA Arnerich Massena, an advisor to HNW families and institutions. Leadership diversity is key for clients, she says.
Significant changes in government spending. Potential new tax policies. Will a narrowly divided government prove to be a strategic advantage for wealth managers and their clients? Discover how the Biden transition may (or may not) impact equity investors.
