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The moves come as the employee-owned firm posted record revenues.
May 14 -
At least 14 executives have accepted posts this year leading wealth management and related investment services groups at several financial institutions, including HSBC, PNC Bank and Wilmington Trust. Find out who they are and what their new roles entail.
May 14 -
Scheduling freedom allows for more time with the kids, say those in the industry.
May 11 -
The largest IBD network is integrating data analytics into its recruiting and client leads after embarking on other major changes in recent months.
May 10 -
Chris Fils was once one of the wirehouse's youngest branch managers.
May 9 -
The firm grew to nearly 16,000 advisors from 9,000 under retiring leader Jim Weddle.
May 9 -
Many of the employees who were dismissed worked in the firm’s brokerage unit, according to the allegations.
May 8 -
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 -
Jim Chahine spent the bulk of his 26-year career at Merrill Lynch and Credit Suisse.
May 4 -
Jodi Perry took over as national director of the independent contractor division as the firm seeks to keep up its strong momentum.
May 3 -
Richard Frick had overseen the wirehouse's Philadelphia operations since 2011.
May 3 -
The active manager plans to launch his new firm in June with former Franklin Templeton colleagues.
May 2 -
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 -
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 -
A massive acquisition also helped boost the No. 1 IBD’s headcount by 833 advisors year-over-year to 15,210.
April 30 -
A 41-year industry veteran says his practice was seeking “a new strategic partner to help us take the next step in our firm’s growth.”
April 26 -
The private equity-backed IBD is "very appealing to advisors in that larger independent setting," its top recruiter says.
April 26




















