Wells Fargo
Wells Fargo
Wells Fargo is one of the largest banks in the United States, with approximately $1.9 trillion in balance sheet assets. The company is split into four primary segments: consumer banking, commercial banking, corporate and investment banking, and wealth and investment management.
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Firms that haven't been afraid of generous recruiting offers have shown the greatest growth in recent years.
July 8 -
Huntington Investment Company is accusing a former advisor of resigning with no advance notice and then using confidential information to drum business from ex-clients.
July 2 -
Amid the painful backdrop of history and the scale of the present-day challenges, pro bono financial advisors are focusing on their clients.
June 25 -
Sources familiar with the case say Nicholas Takahashi's name surfaced on a Wells Fargo website long after he had left to work for a competitor.
June 13 -
An industry lawyer says the firm's liability in a complex insurance-related scam will hinge on what it "should have known" or "must have known."
June 6 -
The ban comes amid heightened regulatory scrutiny of firms' messages on services like WhatsApp and posts on social media sites.
May 15 -
Industry experts who track comings and goings at large firms say the advisor staff figures often obscure more than they reveal.
May 4 -
The first three months of 2024 were hard on Wells Fargo — particularly for its wealth management division.
April 12 -
Led by CEO Jack Ginter, Callan Family Office reached a milestone that he says will enable the firm to invest in technology and ultrahigh net worth advisor recruiting.
April 4 -
A pair of former wealth managers contend they were yelled at and suffered other retribution after raising concerns about sharing clients' information without their knowledge.
March 8
