Wells Fargo Advisors

The regional BD has been picking off talent from its largest wirehouse rivals on its recent hiring streak.

When an unusual recruiting deal between Credit Suisse and Wells Fargo went awry, years of broker frustration, severe attrition and litigation followed. Also at stake: Up to $245 million in back pay.

The departures include a team that managed $380 million.

The firm added its 16th office this year, part of its bid to attract talent from rival firms.

Scandals and frayed relations with much of Washington have dragged on the stock for more than three years.

New recruits hailed from firms including Wells Fargo, Merrill Lynch and Raymond James.

The bank has lost a net 1,300 advisors since a fake accounts scandal came to light three years ago.

Billy Ricketts is most likely the elder stateswoman of wealth management — but she and her grandson believed it was time for something new.

The wirehouse has experienced attrition while the regional BD has been on a hiring streak.

The firm’s new additions include three brokers previously affiliated with Wells Fargo Advisors.

Claims and counterclaims fly as arbitration panel orders an advisor to repay $1.66 million in promissory notes, but that's not the last word in this nearly five-year long dispute.

Danny Ludeman had worked at the wirehouse from 1999 to 2014.

Former retail brokerage head David Kowach is moving to the consumer bank.

The new recruits came at the expense of wirehouse rivals Merrill Lynch and Wells Fargo.

Michelle Rudd opened a new office for Summit Trail Advisors, a $5 billion independent firm.

The beleaguered bank has suffered from attrition since a fake accounts scandal rocked the firm in 2016.

An advisor of 36 years, Jay Mastilak moved to Stifel from Wells Fargo.

The independent broker-dealer has seen significant growth in the last three years.

Six months in, the wirehouse is taking an unusually hands-on approach in its first foray into the RIA space.

The fate of Mary Mack is drawing attention because there are so few women within reach of the CEO suite across the nation’s 10 biggest banks.