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Financial Planning
WELLS FARGO

As Wells Fargo cut services, this founder built a firm with frustrated private bankers

Rick Simonetti knows it's not easy recruiting private bankers and then moving their clients and assets. That hasn't stopped him from building Fidelis Capital into a $3 billion firm built largely on bankers pulled from Wells Fargo and Bank of America .

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Aug 2409:00 ETFinancial Planning
WFC+1.14%

The Floor

Nobody has taken the Floor on this one. Say what the desk is actually thinking; no account needed.

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