Wells Fargo FiNet Firm Adds $1B Team in Palm Beach
· wealthmanagement.com
Wells Fargo gets another win for its FiNet channel even as it continues to speak with RIAs about a new fee-only RIA offering slated to come next year.
Merritt Point Wealth Advisors, an Old Greenwich, Conn.-based independent wealth management practice affiliated with Wells Fargo Advisors Financial Network, adde...