Wells Fargo
Wells Fargo
Wells Fargo is one of the largest banks in the United States, with approximately $1.9 trillion in balance sheet assets. The company is split into four primary segments: consumer banking, commercial banking, corporate and investment banking, and wealth and investment management.
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Digital wealth management firms see the way to reach millennial clients is through student debt.
August 3 -
Also, Dynasty lured teams managing nearly $1 billion in client assets to independence.
August 2 -
Wells Fargo's independent arm landed seven recruits in its latest efforts to add more than the 102 advisers recruited from competitors last year.
July 27 -
The recuits joined the wirehouse from Deutsche Bank, which is selling its U.S. Private Client Services unit to Raymond James.
July 26 -
We reshuffled the deck on our top program managers and ranked them by third-party marketers.
July 20 -
The recruit spent two years researching the move before deciding to leave the wirehouse.
July 20 -
Several of the largest moves this year show top talent is looking beyond traditional choices.
July 20 -
With more than 15,000 advisers overseeing $1.4 trillion, the wirehouse would be one of the largest entrants into the digital advice space.
July 19 -
The number of financial advisers at the firm declines 1% to 15,042.
July 15 -
Two advisers joined Confluence Financial Partners, which is affiliated with Raymond James.
July 14 -
A search is underway to replace Mary Mack, who will transition to a different unit.
July 12 -
Advisers join the regional broker-dealer from Wells Fargo and Charles Schwab.
July 11 -
BIC took a fresh look at its top program managers and re-ranked them based solely on productivity.
July 11 -
The firm's latest hire has 25 years of industry experience and once worked at BNY Mellon.
July 1 -
U.S. banks operating in the U.K. may have to deal with new sets of financial regulations — a process that will take time and create more uncertainty.
June 24 -
Wells Fargo, Morgan Stanley, Bank of America and J.P. Morgan Chase were among the dissenters, people familiar with the matter said.
June 23 -
Eleven executives were tapped this year to lead wealth management and related investment services groups at Key Private Bank, Regions Bank, U.S. Bank, Wells Fargo Private and Wilmington Trust. Find out who they are and what their new roles entail.
June 22 -
The firm is accused of negligence, breach of contract and other misconduct, according to a copy of the award.
June 21 -
Also, J.P. Morgan saw a team managing $300 million in client assets go independent.
June 20 -
Three industry veterans – one with more than four decades of experience – oversaw more than $205 million in client assets, according to Raymond James.
June 20


















