Wells Fargo lands big teams from Merrill and Citi, while Cerity Partners and Mercer Advisors continue their aggressive M&A ...
The move adds an 11-person ensemble to Wells Fargo’s independent network in Long Island as it continues to court elite ...
The latest additions in Texas cap off what was an active 2025 recruitment season for Wells Fargo's private client group.
Going in the other direction was an 11-person team that oversaw more than $1.8 billion in assets. The Melville, N.Y.-based ...
Wells Fargo attracts $1.8B Long Island team from Merrill while Merrill gains $800M Rhode Island advisors from UBS in latest moves ...
Wells Fargo (WFC) confirmed on Monday that the bank hired Danny McCarthy to lead the credit franchise of its capital markets ...
Curley Wealth Management, a practice with about $500 million in pre-hire AUM, is the latest to join &Partners from David ...
Prospera Financial Services, a Dallas broker-dealer overseeing $28 billion in assets under management, said Harm & Harm Financial Consulting Group, a Vermont practice managing $250 million in total ...
Paul Cooke and Jake Trousdale have moved their Dallas-based practice from Citigroup to Wells Fargo as the wirehouse continues ...
In the last three months of 2022, Wells Fargo added to its headcount of financial advisors for the first time all year. The bank's modest gain of 16 financial and wealth advisors in the fourth quarter ...
NEW YORK--(BUSINESS WIRE)--Wells Fargo in collaboration with Operation HOPE, a national nonprofit dedicated to financial empowerment for underserved communities, today introduced HOPE Inside for Small ...
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