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Wells Fargo is consolidating its brokerage services under the Wells Fargo Advisors unit. Brokers in Wells Fargo’s wealth management services unit will no longer fall under the supervision of the ...
The moves in San Diego and Alabama come on the heels of another addition this week, which saw FiNet, Wells Fargo's independent broker-dealer unit, welcoming a 37-year veteran advisor from Janney ...
Wells Fargo enticed away an advisor duo managing a combined $1.5 billion from J.P. Morgan. While the grab was a major coup for the wirehouse, several large advisor teams left Wells Fargo and other ...
RBC and Wells Fargo have each bolstered their ranks this week with new hires from UBS, while Raymond James expands its own employee advisor channel with an experienced duo switching from a rival ...
A former Wells Fargo advisor who along with his sons manages $250 million in advisory, brokerage and retirement plan assets has joined LPL Financial's broker-dealer, RIA and custodial platforms ...
Wells Fargo is staring down a federal lawsuit over allegations that it helped a newly hired financial advisor move more than $5 million in clients assets over from a smaller regional rival. Wells ...
Wells Fargo pays advisors 22% on the first $13,500 in monthly revenue they generate and 50% ... In a move that may soften the blow for advisors who work with small accounts as part of a larger ...
Advisors have left in droves amid complaints of flip-flopping by Wells Fargo's leaders and a gutting of services. Some clients have taken notice. In late 2020, some 300 Wells Fargo employees were ...
Through a succession program, a younger advisor can buy the retiring adviser’s business, helping solve the company’s retention challenge. Ta’s twist on this industrywide idea was to move Wells beyond ...
Sol Gindi, the head of Wells Fargo ’s financial advisor business, says the reputational headwinds from a series of scandals at the bank are dying down—and that he’s focused on rebuilding an ...
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