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The wirehouse picked up a 43-year veteran from its rival.
February 23 -
“As of today, Wells Fargo Advisors is not allowing solicitation of those two securities,” a spokesperson for the bank said Wednesday.
January 28 -
Alterations include higher hurdles for cash pay, a grid stretch for deferred compensation and new bonuses.
December 10 -
The former wirehouse team oversaw $1.15 billion and will staff a newly opened office for the regional BD.
November 19 -
He allegedly told his employer that he had been diagnosed with cancer, and took medical leave from June until September. Wells Fargo notified him that he was being let go while he was away, according to the complaint.
October 22 -
Charlie Scharf’s insensitive and factually incorrect remark perpetuates a damaging trope, financial advisor Lazetta Braxton writes.
September 292050 Wealth Partners -
It’s the latest team to exit the wirehouse as profit suffers.
September 15 -
Do RIAs still have a clear advantage when it comes to modern planning software?
August 12 -
“We basically had clients demanding that we find a new home,” after Wells Fargo failed to secure PPP loans for them, an advisor says.
August 4 -
“Overall there were not many positive data points to hang your hat on,” according to analysts. Advisor headcount, net interest income and assets were down.
July 14