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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The regional firm keeps growing after joining the Broker Protocol in March.
June 19 -
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 -
The firms are seeking to tap into the growing demand for ethical investing.
June 14 -
Industry leaders weigh in on key issues, including technology advancements, the increasing focus on ESG and developments in ETFs.
June 14 -
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 -
Industry leaders discuss advancements in technology, the increasing focus on ESG and developments in ETFs.
June 8 -
The wirehouse struck a deal in an effort to meet its goal of reducing its branch count.
June 6 -
Most big banks are launching robo advisers to compete for a new breed of wealth management customer. The risk is that automated services will disappoint traditional customers.
June 5 -
Nearly three-in-four advisors (73%) do not have a succession plan in place.
June 5 -
Wirehouses have made some recruiting mistakes in recent years. Meanwhile some aspects of corporate strategy are being done right in certain pockets of the industry. Danny Sarch offers his insight as we continue the dialogue from our Recruiters Roundtable.
June 4 -
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
