Misc.Aug 11, 2017
Newicanteven
Anyone from SunTrust on here?
Especially on the Private Wealth Management side of the house? Just want to get some insight on the recent and upcoming changes
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kEld52 Aug 11, 2017A bank
Suntrust lPUD18 Aug 26, 2017
Yes I am .... what info are you looking for ?
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icanteven OP Aug 28, 2017Just wondering what's going on with changes in minimum relationship size, combining the legacy PFA and FA channels, expansion of the CAC, etc. Seems like a lot of the advisor force is going to get squeezed out eventually.
Suntrust lPUD18 Aug 28, 2017
It would be other way,more licensed and much more focus on licensed people
What's SunTrust?