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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Also, Dynasty lured teams managing nearly $1 billion in client assets to independence.
August 2 -
Wells Fargo's independent arm landed seven recruits in its latest efforts to add more than the 102 advisers recruited from competitors last year.
July 27 -
The recuits joined the wirehouse from Deutsche Bank, which is selling its U.S. Private Client Services unit to Raymond James.
July 26 -
We reshuffled the deck on our top program managers and ranked them by third-party marketers.
July 20 -
The recruit spent two years researching the move before deciding to leave the wirehouse.
July 20 -
Several of the largest moves this year show top talent is looking beyond traditional choices.
July 20 -
With more than 15,000 advisers overseeing $1.4 trillion, the wirehouse would be one of the largest entrants into the digital advice space.
July 19 -
The number of financial advisers at the firm declines 1% to 15,042.
July 15 -
Two advisers joined Confluence Financial Partners, which is affiliated with Raymond James.
July 14 -
A search is underway to replace Mary Mack, who will transition to a different unit.
July 12
