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The bank's digital investing service will be available online and by mobile phone through a partnership with robo adviser SigFig.
December 2 -
Next week, we'll unveil our annual Top Bank Advisers. In the meantime, see how you measure up to the leading advisers in the channel.
November 30 -
The regulator claimed the firm provided inaccurate historical weighted-average performance results to customers who used PortfolioBuilder2.
November 29 -
Whitley Hood declined to provide on the record testimony regarding allegations that she misappropriated funds from an affiliated bank.
November 29 -
In nearly every major banking issue during his 13 years in Congress, Hensarling has pushed toward the right. He blamed the Dodd-Frank Act for slow economic growth.
November 23 -
Daniel Farley will lead a team of wealth management professionals serving wealthy clients in the greater Minneapolis-St. Paul area.
November 22 -
Nunag will oversee client relationships, product development, marketing and sales in the New York City area.
November 21 -
The overwhelming majority are planning for the rule to go into effect as scheduled, with only 5% slowing down their preparations.
November 17 -
The Korean-American bank will look to the firm to grow its wealth management program and adviser force.
November 17 -
The bank announced that its retail brokerage arm will move to a level-fee pricing model for customer retirement accounts by April 10.
November 16 -
Tim Sloan acknowledged that there may have been instances in which employee complaints related to the bank's cross-selling practices may have been mishandled.
November 11 -
Experts and advisers weigh in on what to expect and how to discuss the future.
November 9 -
Several senators conducted their own review of FINRA reports and said they found that Wells Fargo had “ample information” about the severity of the bogus account practices for years.
November 4 -
The regulator is asking firms to provide details of their cross-selling programs, including incentives offered brokers and other employees.
October 28 -
The bank has undertaken a detailed review of its practices, policies and procedures but has not to date uncovered any systemic, cultural or operational areas of concern.
October 26 -
Unlike other scandals in recent years involving foreign exchange rates and the London Whale, Wells' employees falsifying accounts and charging unfair fees is easy to grasp.
October 26 -
The new CEO said the aggressive sales goals – which were ditched earlier this month – served the interests of neither clients nor branch employees.
October 26 -
The bank will provide both non-discretionary and discretionary services. The discretionary service will offer three types of investment lineups built for different plan demographic profiles.
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