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In the News

Wells Fargo Reaches Agreement to Add Credit Suisse Advisers

Posted by Mindy Diamond

Bloomberg

Mindy Diamond Quoted
By Dakin Campbell

Wells Fargo & Co. struck a deal with Credit Suisse Group AG to smooth the recruitment of the Swiss lender’s private-bank employees as their firm retreats from managing wealth for U.S. clients.

The incentive package to go elsewhere can be much larger but it’s easier to stay,” Diamond said. “As long as you believe that your life won’t change materially, you are inclined to stay put. Wells, as opposed to some lesser-known firm, has a better chance of retaining the brokers.”

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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