Institutions Return to Business as Usual Sooner than Individuals

  • |
  • 07 mins 23 secs
Joseph W. Montgomery, CFP®, AIF® with the Optimal Service Group of Wells Fargo Advisors discusses what it's like being hired by an institution without an in-person meeting, the increase in RFPs, the continued popularity of OCIO, and how fiduciary duties have expedited the return to the office for institutions
Channel: Wells Fargo Advisors
Show More