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.
-
The planner wasn’t happy with the direction his former firm was pushing its advisors.
January 25 -
Kris Chester led two major business reorganizations in her time at Wells Fargo Bank.
January 23 -
Coming off a strong recruiting year, Steward Partners has enticed three more Wells Fargo brokers.
January 22 -
Wells may have settled with former employee Claudia Ponce de Leon because it wanted to avoid the "massive exposure" of a jury trial, an expert says. It is unclear how the agreement will affect Wells’ other cases.
January 20 -
The move marks the firm's second hire in the past week.
January 19 -
The advisor transferred funds from his sibling's Wells Fargo accounts and deposited them into a jointly owned account that he used to pay off credit card debts and fund home improvements, FINRA claimed.
January 17 -
Thirteen executives were recently tapped to lead wealth management and related investment services groups at several financial institutions, including Fifth Third, SunTrust, Wells Fargo and U.S. Bank. Find out who they are and what their new roles entail.
January 11 -
The milestone cements the dominance achieved by large institutions in the online space.
January 5 -
Complaints lodged against the firm through Dec. 15 dropped 18% from the same period of 2016, federal figures show.
January 5 -
Wells Fargo, Merrill Lynch, UBS and Morgan Stanley all lost talent in 2017.
January 3
