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I have been hearing the same thing. No one has confirmed it. What have you heard ?
Would be 2 worlds colliding. They’d hemorrhage more PCG FA’s. What about Finet?
Still have yet to hear anything about this except on this message board. Not sure why this would make sense.
I heard that a high level manager on the brokerage side confirmed it. They want to take the advisors out of the branches so the private bank side of the biz can be the gatekeeper to the bank assets.
Taking the advisors out of bank would make no sense. The bank program has worked for many years , why get rid of it?
Regulators are breathing down management neck about product pushers in the bank
The private bank side fits almost every one their clients into one box. From what I see and know , the bank advisors have a much larger offering and the product pushers in the branches is a thing of the past .