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 wirehouse's advisor headcount, at 14,564 at the end of the third quarter, was down 3% year-over-year.
November 30 -
The regional firm pulled its latest hires from Wells Fargo and Merrill Lynch.
November 28 -
Morgan Stanley alone lost 11 teams managing about $7 billion after its abrupt exit from the protocol pact, according to recent hiring announcements.
November 27 -
The wirehouse advisors joined the firm's independent broker-dealer.
November 27 -
The funds will classify stocks using artificial intelligence.
November 22 -
The group is the second team to join the Tucson branch in two weeks.
November 15 -
The California city has been replaced by Los Angeles.
November 13 -
The rep neglected to tell Wells Fargo that a 97-year-old client had named him as beneficiary and co-executor of her estate.
November 10 -
Acquiring a retirement savings tool provider allows the app to broaden its offerings to millennial clients.
November 8 -
Emerging markets, value and small-cap funds dominate the list, but other factors need to be considered, as well.
November 8