-
The firm plans to double in size in the next three years.
June 29
-
The move boosts the firm's expansion in the central U.S.
June 28
-
Since early May, the wirehouse has lost at least 27 advisors managing a combined $15 billion.
June 28
-
While Raymond James and Stifel are on hiring sprees, Wells Fargo is still losing talent.
June 26
-
A former Goldman Sachs broker also joined the boutique firm's office.
June 26
-
The firm is spending about $4 billion in an initiative that spans trading ― particularly in fixed income ― wealth management and other units.
June 26
-
The No. 1 IBD’s top recruiting executive announced his retirement after the firm disclosed some mixed recent results.
June 25
-
The regional firm's new additions consist of two veteran advisors from Wells Fargo and a father-daughter duo from Merrill Lynch.
June 25
-
The insurance giant and No. 6 IBD made Alexa Von Tobel its chief innovation officer following the closure of the planning startup it acquired in 2015.
June 22
-
Wells Fargo has lost at least 80 brokers managing more than $12 billion in assets before the end of the second quarter.
June 21
