Wells Fargo landed the 17-person Taylor Group ($6B) and a $1.5B five-advisor team from Morgan Stanley in two weeks of May 2026. Inside the wirehouse retention test.
Browsing: taylor-group
Wells Fargo landed the 17-person Taylor Group ($6B) and a $1.5B five-advisor team from Morgan Stanley in two weeks of May 2026. Inside the wirehouse retention test.