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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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 -
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 -
Advisers join the regional broker-dealer from Wells Fargo and Charles Schwab.
July 11 -
BIC took a fresh look at its top program managers and re-ranked them based solely on productivity.
July 11 -
The firm's latest hire has 25 years of industry experience and once worked at BNY Mellon.
July 1 -
U.S. banks operating in the U.K. may have to deal with new sets of financial regulations — a process that will take time and create more uncertainty.
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