Workforce management
Workforce management
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The advisors are reuniting with a former Smith Barney colleague in one of the firm’s largest hires of the year.
October 16 -
Firms' legal brawls with departing advisors don’t exactly enhance their stature among clients. But there's reason to think this may become a thing of the past, writes recruiter Mark Elzweig.
October 16 -
Jane Fraser, President of Citigroup and CEO of Global Consumer Bank, shares her thoughts on becoming the firm’s next CEO, expresses her gratitude for the outpouring of support she’s received, and pays homage to all the women who have paved the path before her.
October 16 -
Genstar Capital Managing Partner Tony Salewski spoke openly with advisors about the firm’s investment strategy for the IBD network.
October 15 -
Renewed recruiting efforts and pumped-up tech are boosting headcount and fee-based assets.
October 15 -
The additions are expected to include financial advisors and customer service agents, and represent a 15% increase in associates who focus on clients.
October 14 -
The No. 1 IBD’s 2,500-advisor bank channel will add 285 more reps when two massive investment programs affiliate next year.
October 9 -
The wirehouse plucked the trio from Wells Fargo
October 8 -
The regional BD picked off teams from Merrill Lynch, UBS and Raymond James in a (mostly) September sweep.
October 8 -
The company plans to expand services to the high-net-worth by doubling the number of its advisors, its wealth management head says.
October 6 -
The industry has long talked about embracing digital technology — but the time for talk may be over.
October 6 -
The multigenerational group includes a grandfather, father and son.
October 5 -
“We’ve said no layoffs for this year and we’ll stick by that,” Chief Executive Officer Brian Moynihan said Thursday.
October 2 -
The discrimination case revolves around allegations of disparate treatment in the firm’s agency distribution channels.
October 1 -
The new recruits came at the expense of Merrill Lynch, UBS and Wells Fargo.
September 30 -
Charlie Scharf’s insensitive and factually incorrect remark perpetuates a damaging trope, financial advisor Lazetta Braxton writes.
September 29 -
A Korean-American entrepreneur claims James Hilbrant told her to “go back to Wuhan.”
September 25 -
More than 40% of Black and Hispanic adults say they have used money from a savings or retirement account to pay their bills since the outbreak began, a survey finds.
September 25 -
As Wells Fargo CEO Charles Scharf himself admitted, it’s an excuse — and a weak one.
September 25 -
The company has been experimenting with ways to recruit more women and minorities, including a program to hire professionals who had left banking.
September 24



















![Wells Fargo CEO Charlie Scharf quickly walked back his controversial comments in a lengthy statement to employees Wednesday in which he apologized “for making an insensitive comment reflecting [his] own unconscious bias.”](https://arizent.brightspotcdn.com/dims4/default/b74d84b/2147483647/strip/true/crop/4368x2457+0+227/resize/1280x720!/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2Fd7%2Fc1%2Ffbde9308449b9876620db6137643%2F336351924.jpg)