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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 -
Jim Chahine spent the bulk of his 26-year career at Merrill Lynch and Credit Suisse.
May 4 -
Jodi Perry took over as national director of the independent contractor division as the firm seeks to keep up its strong momentum.
May 3 -
Richard Frick had overseen the wirehouse's Philadelphia operations since 2011.
May 3 -
The active manager plans to launch his new firm in June with former Franklin Templeton colleagues.
May 2