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The advisor is the latest to join the high-end wealth manager.
May 14 -
The moves come as the employee-owned firm posted record revenues.
May 14 -
At least 14 executives have accepted posts this year leading wealth management and related investment services groups at several financial institutions, including HSBC, PNC Bank and Wilmington Trust. Find out who they are and what their new roles entail.
May 14 -
Scheduling freedom allows for more time with the kids, say those in the industry.
May 11 -
The largest IBD network is integrating data analytics into its recruiting and client leads after embarking on other major changes in recent months.
May 10 -
Chris Fils was once one of the wirehouse's youngest branch managers.
May 9 -
The firm grew to nearly 16,000 advisors from 9,000 under retiring leader Jim Weddle.
May 9 -
Many of the employees who were dismissed worked in the firm’s brokerage unit, according to the allegations.
May 8 -
Christopher Davis oversaw more than 190 brokers operating from eight offices while at Wells Fargo, according to his new employer.
May 7 -
Headcount has dropped four out of the last five quarters as numerous scandals have hit the bank.
May 4