Former Wells FiNet Advisor Team Departs to Launch $600M Firm
AI SummaryAI-generated — verify against the source.A former Wells Fargo FiNet advisor team, led by John Toman, departed to launch a new $600M firm, citing the desire for greater control over client experience and technology, including AI implementation, as key reasons. This highlights a growing trend among independent advisors to prioritize advanced technology and AI for business growth and client service.
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