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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Advisors John Burg and Tamara Colon moved their California practice to the regional firm.
August 15 -
The bank continues to battle a series of negative headlines such as erroneous foreclosures, but public and investor reaction has been muted.
August 14 -
The bank recently disclosed in an Aug. 3 filing that it faces a U.S. inquiry into its purchase of low-income housing credits.
August 14 -
The bank disclosed earlier this month that it faces a U.S. inquiry into its purchase of low-income housing credits.
August 13 -
The regional BD continues its recruiting spree, adding to the more than 400 advisors it’s already hired in the past year.
August 10 -
Brokerage industry records list one of the winners works at the firm's clearing house in San Jose.
August 8 -
Big banks say most full-time hires come from the summer programs.
August 3 -
The case offers a new look at decisions made inside one of the nation’s largest home lenders before the financial crisis, and the evidence that executives saw of mounting trouble.
August 1 -
Stifel is expanding on the West Coast, hiring 13 recruits in California year-to-date.
July 30 -
Banking scandals are playing only a small role in advisor attrition, the firm says.
July 25 -
The dispute centered on the firm’s handling of Puerto Rican municipal bonds.
July 24 -
Firms are doubling down on efforts to boost the ranks of women advisors.
July 23 -
John and Cary Kortze opened Steward Partners' 16th branch office.
July 23 -
Advisor attrition is up at the beleaguered firm, but it doesn't have to be.
July 20 -
The fees affected hundreds of thousands of customers and the total cost could climb to more than $180 million, according to a report in The Wall Street Journal.
July 20 -
Six of the top 10 advisor recruits — managing roughly $13.2 billion in client assets — have walked out of the wirehouse so far this year.
July 19 -
The recruits oversaw more than $200 million in client assets.
July 17 -
Investors have been more skeptical of how much boost the tax cuts would provide to the economy this year, and the big banks’ second-quarter profits seem to suggest why.
July 17 -
Total broker head count dropped by 173 from the prior quarter, according to the wirehouse.
July 13 -
Collusion and corruption allegedly prevented Wells Fargo whistleblowers, and a former JPMorgan advisor, from obtaining justice.
July 12
