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Wells Fargo has lost at least 80 brokers managing more than $12 billion in assets before the end of the second quarter.
June 21 -
Such a move would also coincide with efforts to cut costs in the bank's wealth management business by $600 million by 2020.
June 19 -
Advisor exodus from beleaguered firm shows no sign of abating in 2018
June 13 -
The parade of ousted bank advisors continues, but unlike previous offenses, this time it involves far less money.
June 8 -
A client's alleged complaint sparked a dispute between the wirehouse and its former advisors.
June 4 -
If wirehouses decided to adopt a salary-plus-bonus compensation model, how would they do it?
June 4
Mark Elzweig Co. -
Wells Fargo’s advisor headcount continues to fall in the second quarter.
June 1 -
The team joins a slew of others leaving the troubled bank, but says it’s running to SunTrust more than running away from Wells Fargo.
June 1 -
The firm has spent the last two years working to overcome various scandals.
May 31 -
The reps join a slew of others who chose not to cooperate with FINRA investigations — at least 21 since 2017 — and therefore agreed to an automatic ban.
May 30 -
Most of the new hires came from Wells Fargo, which has suffered from advisor attrition over the past year.
May 30 -
Kestra Private Wealth Services CEO Rob Bartenstein says the new practice makes the fourth new office added this year by the hybrid RIA.
May 29 -
The wirehouse has lost a steady stream of brokers over the past year and a half.
May 29 -
How technology could continue to disrupt financial planning.
May 22 -
Wells Fargo was among biggest losers as advisors jumped to other firms.
May 22 -
The rep processed a $9,850 wire request from an imposter posing as a customer, even after the customer called to say that the request was not genuine, FINRA claimed.
May 16 -
The moves come as the employee-owned firm posted record revenues.
May 14 -
Which wirehouse offers advisors the most freedom? Which offers the least? And when should advisors shun the channel and break away?
May 4 -
Headcount has dropped four out of the last five quarters as numerous scandals have hit the bank.
May 4 -
The team is the latest in a stream of advisors who are leaving the wirehouse for smaller rivals.
May 1
















