René Picazo, Head of the Wealth Client Group, Wells Fargo Asset Management met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s resources and solutions dedicated to advisors.
Wells Fargo Asset Management, a $500 billion manager, offers RIAs access to the full breadth of Wells Fargo’s investment insights as well as valuable expertise on wealthy clients, sustainable investing and philanthropy. The Wells Fargo Investment Institute, focused on education, provides advisors with content around portfolio construction, multi-asset solutions and economic trends.
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