Wealth and Asset Management
Wells Fargo sues $300M breakaway team over client data issues
Wells Fargo is suing a team of brokers who jumped to Kestra Private Wealth Services after allegedly receiving a client complaint that her personal information, including Social Security and account numbers, had been taken without her authorization. Wells Fargo says that the former wirehouse advsiors took more data than allowed…
Continue Reading
Subscribe to unlock the full article and access premium financial content.
Click here to read the full story: On Wall Street