Chad R. Bester, who managed $300 million at Wells Fargo Advisors in Minneapolis, has joined Mount Yale Capital Group as an equity partner and senior vice president of investments. He also will serve on Mount Yale’s executive leadership team, the firm said in a release.
Bester and his team operate as Bester Wealth Management.
Bester spent almost 19 years at Wells Fargo, joining the firm in 2002.
Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant
Andrew Komarow pleaded guilty Thursday in federal court in Hartford to defrauding three financial services companies of close to $3.3 million.
Elsewhere, Cetera picks up a $210 million Connecticut team from MML, while Wells Fargo FiNet adds a San Diego family practice from LPL
Celebrity endorsements, $500M in claimed assets, and a state regulator stepping in.
“We needed to become a more agile and efficient organization,” said American Express CEO Stephen Squeri.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
