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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A client's alleged complaint sparked a dispute between the wirehouse and its former advisors.
June 4 -
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 -
By the end of June, the Raymond James-affiliated firm says it will surpass its new partner additions for all of 2017.
May 29 -
The regional broker-dealer posted record revenue for the eighth year in a row.
May 25
