Advisor Frank Devincentis said his team joined Wells Fargo’s independent broker-dealer to fulfill a long-term goal of owning ...

The firm announced that Raymond James & Associates has added veteran financial advisor Terrence “Terry” Medley to its San ...

Fintel reports that on September 20, 2024, Wells Fargo downgraded their outlook for Velocity Financial (NYSE:VEL) from ...

The Wall Street bank's latest additions to its independent advisor channel, FiNet, in Illinois bring more than 40 years of ...

A FINRA settlement accuses the firm of failing to supervise a broker who recommended frequent purchases and then resales of ...

Charles Schwab is one of the best online brokers and also has a top-notch robo-advisor offering in Schwab Intelligent ...

Frank Devincentis, Craig Eyler and Molly Girard, a Chicago-based trio, are creating Verismo Financial to operate within the ...

Wells Fargo sees an opportunity to convert more affluent customers of its retail branch system into wealth management clients by leaning a little more heavily on their "couple thousand" financial ...

Previously, Wells Fargo told Ignites that the company has 91 active ETFs on its Wells Fargo Advisors allowable list, which has 4,000 overall products on its list. The allowable list includes products ...

A lawyer suing Wells and other firms argues the recent rate changes do nothing to repair harm already suffered by his clients ...

Fintel reports that on September 12, 2024, Wells Fargo initiated coverage of Raymond James Financial, Inc. - Preferred Stock ...

Fintel reports that on September 20, 2024, Wells Fargo upgraded their outlook for Aptiv ( LSE:0YCP) from Equal-Weight to Overweight.