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Manish Dave, who has been with the firm for 18 years, oversaw a headcount that was formidable but stagnant in recent years.
October 3 -
The former Wells employee says he was basically forced to quit after a series of fumbles by the firm cost him his book of business and brought his pay down to "minimum wage level."
October 1 -
LPL directors terminated CEO Dan Arnold's employment after an outside law firm found comments he had made to employees had violated the firm's code of conduct.
October 1 -
The change, one among several at the firm's top, follows on a year that executives have deemed one of the firm's most difficult in decades.
October 1 -
The 17-person Canell Group joins Wells Fargo's offices in New York.
September 30 -
Along with the big recruiting deals, Dynasty and Gries Financial Partners shook things up at the executive level.
September 27 -
LPL, JPMorgan and Bank of America Private Bank were also among the recruiting winners this week.
September 20 -
An industry recruiter sees RBC Wealth Management's appeal as lying in its international presence and clean reputation.
September 19 -
Jim Rourke and Michael Liu will serve as co-heads of private client partnership development, linking Bank of America's investment bank, Merrill and the firm's private bank.
September 17 -
Within days of a colleague's retirement and having been introduced as their new advisor, Corbin Hoffner left for Raymond James.
September 11