Tax Preparation, Contrarian Financial Consulting, Investment, College & Estate Planning, Debt, Property & Business Consigliere Advisory, Healthcare, Home, Auto & Business Assurance Consulting
4/29/13
Wells Fargo Envision Deselection Letter sent to clients if some their brokers stop misleading them
Once a client is shown an Envision plan without investment fees included, and they received the retention bonus, to stop the continuation of the fraudulent activity should lead to a fiduciary conversation disclosing to the client that the fees were not included.
So most Envision plans showing up on Wells Fargo's statements are inaccurate, and are purposefully updated to not have this letter sent to clients.
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment