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 new recruits joined the firm's independent and employee channels.
January 25 -
On Wall Street's annual ranking of successful young planners.
January 24 -
The rep purportedly stole $8,700 from an account funded with donations, according to FINRA.
January 23 -
Growing RIA now has over $3 billion in assets as footprint expands.
January 23 -
On Wall Street's annual ranking of successful young planners.
January 23 -
One of the new recruits says his group was attracted to the firm's platform and culture.
January 17 -
The spat between the firms started when the regional BD recruited a group of advisers who collectively oversaw about $1.1 billion in client assets.
January 17 -
The advisory business ended the year on a strong note, boosted by growth in net interest income, which rose 14% year-over-year.
January 13 -
OSHA supports ex-broker Johnny Burris’ firing because he allegedly faked company letterhead. Burris says the bank approved the altered letter years before.
January 12 -
The decision vindicates ex-broker Johnny Burris, but also supports the move to fire him. However, a bank document obtained by Financial Planning casts doubts on the reason for his termination.
January 12
