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 firm's newest recruits come from boutique brokerage J.P. Morgan.
August 31 -
The adviser was also ordered to pay $300,000 to cover Wells Fargo's legal fees.
August 31 -
The group includes two recruits who began their careers in the late 1970s.
August 25 -
A proposed 22.3% increase in Medicare Part B premiums, if approved, will automatically be deducted from retirees' monthly checks.
August 23 -
Plus, Benjamin F. Edwards and Ameriprise each add recruits with more than $600M in combined AUM, and Morgan loses a $500M group.
August 22 -
These 12 program managers from our ranking have logged a combined 375 years in the wealth management industry.
August 18 -
Client claimed that adviser's recommended strategy earned fees and commissions for the bank but wrecked his inheritance from his great grandfather.
August 11 -
David Kowach oversaw approximately 11,000 advisers as head of the Private Client Group.
August 11 -
A Triad executive says the firm aims to work with more advisers who want to go independent but who need help dealing with increasing regulatory burdens.
August 10 -
Digital wealth management firms see the way to reach millennial clients is through student debt.
August 3
