financial advisors Archives

How will Obama plan impact financial planners, consumers?


President Obama recently announced a “new” ruling requiring financial advisors to put their clients’ interests above their own. Sounds like a good thing, right? Not so fast. “We have ongoing concerns that the Department of Labor and the White House have completely ignored the existence of the robust regulatory regime under the SEC and (Financial… Read More →

Wani Joins Wells Fargo Private Bank

wells fargo private bank

Wells Fargo Private Bank announced Daniel G. Wani as a senior estate specialist. Wani will work with clients to efficiently administer complex trusts and estates. Based in Scottsdale, he will also collaborate with a personalized team of financial advisors, investment managers, private bankers and trust officers to provide customized service to clients in Arizona, Nevada, and New… Read More →