Andrew Welsch is a former managing editor of Financial Planning.
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The firm grew to nearly 16,000 advisors from 9,000 under retiring leader Jim Weddle.
May 9 -
The 2004 industrywide accord is rocked by changes its founders did not foresee.
May 8 -
Finding the talent for your practice might require you to step outside your comfort zone.
May 8 -
Jim Chahine spent the bulk of his 26-year career at Merrill Lynch and Credit Suisse.
May 4 -
Richard Frick had overseen the wirehouse's Philadelphia operations since 2011.
May 3 -
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
May 3 -
With the rescue attempt's failure, all eyes now turn to the SEC which is considering its own proposal for raising financial advisor standards of conduct.
May 2 -
Do you know a great branch manager? Now is the time to nominate these leaders for On Wall Street's Top Branch Manager Awards.
May 2 -
The team is the latest in a stream of advisors who are leaving the wirehouse for smaller rivals.
May 1 -
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
May 1 -
One of the new hires has more than five decades of industry experience.
April 30 -
The advisor had been with Wells Fargo for only two years, having previously worked at Credit Suisse.
April 30 -
Critics say SEC efforts to regulate advisor titles could produce a game of whack-a-mole, as non-fiduciary financial professionals adopt other terms intended to blur lines.
April 30 -
FPA leaders say they are sounding out members and looking at where the proposals may fall short of needed investor protections.
April 27 -
Gender discrimination and sexual harassment still occurs in a profession whose history includes scandals such as Smith Barney's boom-boom room.
April 27 -
The firm also reported record revenue and pre-tax income for the recent quarter.
April 27 -
An FPA conference's keynote session began with Tai chi and classical music.
April 25 -
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
April 25 -
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
April 24 -
The regulator's proposal is set to remake compliance standards for brokers and advisors.
April 24
