Wells Fargo’s bank-based advisors are capturing new assets through the firm’s Premier offering for affluent customers, Chief Financial Officer Mike Santomassimo said last week.

George Tamer, recently named as the "channel enablement leader" at Wells Fargo, worked at TD Ameritrade for 20 years until ...

Gary Carruthers was sued after allegedly persuading former clients with $24 million in assets to move their business to Wells ...

In October's roundup of pressing issues in the wealth management space, learn about the CFP Board's problematic advertising ...

Fintel reports that on November 8, 2024, Wells Fargo upgraded their outlook for Doximity ... investing research platforms ...

Wells Fargo analyst Michael Brown maintained a Buy rating on LPL Financial (LPLA – Research Report) today and set a price target of ...

Fintel reports that on November 8, 2024, Wells Fargo upgraded their outlook for Molson Coors Beverage (NYSE:TAP) from ...

Gary Carruthers agreed to temporarily stop soliciting clients from his former book worth north of $250 million.

In keeping with its message that its financial advisor work force is steadying after years of upheaval, Wells Fargo Advisors on Wednesday released details of its 2025 incentive compensation plan ...

Wells Fargo’s brokerage unit is making it easier for advisors to qualify for a higher pay rate, but reducing some payouts on small accounts as part of its financial advisor compensation plan for ...

Wells Fargo certificates of deposit (CDs ... Consulted Before we began our research process, we consulted with financial advisors and industry experts to ensure our evaluations covered the ...

Cinda Collins alleged before a FINRA arbitration panel that RBC fired her in late 2019 in an attempt to "steal much of her ...