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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How can the industry find organic growth again? And where will the next generation of advisors come from? Bill Willis tackles both challenges, and discusses how they will affect compensation, as we elaborate on the issues discussed at our Recruiters Roundtable.
May 22 -
The trickle of brokers leaving wirehouses for greater independence is quietly becoming a flood.
May 22 -
Wells Fargo was among biggest losers as advisors jumped to other firms.
May 22 -
More advisors can’t ignore the call to go independent.
May 17 -
Banks such as UBS aim to offer money managers refuge from jittery markets by combining bonds with more exotic options.
May 17 -
Buffett can put cash to better use than paying dividends. But the majority of CEOs lack his skill so investors and their advisors should be happy when corporate boards pay shareholder dividends.
May 16 -
The rep processed a $9,850 wire request from an imposter posing as a customer, even after the customer called to say that the request was not genuine, FINRA claimed.
May 16 -
There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.
May 16 -
J.D. Power broke down self-directed investors into two categories for the first time, making the results especially instructive for advisors.
May 15 -
The moves come as the employee-owned firm posted record revenues.
May 14 -
The firm cannot increase assets until it comes up with a plan to fix its internal controls.
May 14 -
Christopher Davis oversaw more than 190 brokers operating from eight offices while at Wells Fargo, according to his new employer.
May 7 -
Headcount has dropped four out of the last five quarters as numerous scandals have hit the bank.
May 4 -
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
May 3 -
The team is the latest in a stream of advisors who are leaving the wirehouse for smaller rivals.
May 1 -
Move is the latest in a recruiting streak for the regional broker dealer.
May 1 -
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
May 1 -
One of the new hires has more than five decades of industry experience.
April 30 -
The advisor had been with Wells Fargo for only two years, having previously worked at Credit Suisse.
April 30 -
Wirehouses have been seeing a decline in their advisor headcounts.
April 26
