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 decision also affects David Carroll, who leads wealth and investment management, according to the firm.
March 1 -
Wirehouse brokers and teams from Kestra and MSI Financial led the way in a flurry of hires.
February 28 -
The new recruit is an industry veteran, having spent more than two decades at Wachovia and Wells Fargo.
February 28 -
The three recruits all have past work experience at A.G. Edwards.
February 27 -
A detailed look at three years' of recruiting data, from biggest AUM to which firm has lost the most advisers.
February 24 -
The recruits left Morgan Stanley and UBS to go with the independent channel at Wells Fargo.
February 24 -
The ultrahigh-net-worth unit hired a regional director from its parent firm to lead a new office.
February 21 -
The regulator rebuked the broker for excessive trading that generated more than $666,000 in commissions and fees and resulted in $397,000 in losses.
February 13 -
The bank's board is considering whether to withhold bonuses for CEO Tim Sloan and Chief Financial Officer John Shrewsberry.
February 8 -
Advisers reacted to President Trump's efforts to halt the regulation.
February 3 -
Morgan Stanley, Merrill Lynch and the other wirehouses gained and lost several standout recruits .
February 2 -
Seven former private bankers said they functioned less as advisers than as salespeople.
February 1 -
The advisers left Wells Fargo and Morgan Stanley to form one team, the second addition in two weeks.
February 1 -
The new hire signed on to the regional broker-dealer during a recent wirehouse recruiting binge.
January 31 -
The firm also scooped up a market manager from Stifel.
January 30 -
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
