 What has been most impressive to me from the time I started looking into this is how positive and excited people are in this channel.”Jack Petersen, Summit Trail Advisors |
Barclays Financial Advisers Split, Forming $3 Billion Independent Firm
Michael Wursthorn | Wall Street Journal, July 2015
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Summary: A half dozen financial advisers from Barclays PLC’s U.S. wealth-management group, including its former head, have left the firm to form a multi-billion-dollar independent practice with national ambitions.
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