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  • May 24, 2013
    article

    Merrill Nabs High-Tier Brokers from Morgan, Wells  

    Merrill Lynch's wealth management unit said it hired four teams of advisers from rivals Morgan Stanley and Wells Fargo Advisors since late April....More
  • Apr. 12, 2013
    Article

    Wells Fargo Posts Record Client Assets; Advisor Count Down

    Wells Fargo’s wealth management unit reported record client assets of $1.5 trillion in the first quarter, although advisor count declined by 60....More
  • Feb. 13, 2013
    Article
    REP.

    Q&A: FiNet's Kent Christian on Indie Recruiting

    Wells Fargo Advisors Financial Network had its second most successful recruiting year in 2012, adding 152 advisors to its independent channel for a total of 1,167 advisors. WealthManagement.com sat down with FiNet President Kent Christian to talk about recruiting trends and what’s up next for the firm....More
  • Nov. 26, 2012
    Article
    REP.

    Advisors Sober Up For 2013

    While the trend toward independence slowed a bit from previous years, 2012 was the year the independent channel legitimized its place next to the more traditional players....More
  • Oct. 12, 2012
    Article
    REP.

    Wells Fargo Posts Record Profit Despite Wealth Management

    Wells Fargo reported record net income of $4.9 billion in the third quarter, but results in its wealth, brokerage and retirement business were less exciting....More
  • Oct. 9, 2012
    blog

    The Government Finds Another Bank to Blame for the Housing Bubble

      More Demonizing the Banking System?   So, now the government is back at it. Blaming the housing bubble on every institution but itself (too much liquidity and Clinton’s Community Reinvestment Act are to blame. The scapegoat this week is Wells Fargo in the crosshairs. Here is a snippet from the WSJ: “The U.S. government filed a civil lawsuit against Wells Fargo & Co., accusing the biggest U.S. mortgage lender of behaving recklessly in issuing federally backed home loans....More
  • Jun. 4, 2012
    Article
    REP.

    Wells Fargo Advisors Stepping Up Advice with Atul Kamra 1

    What is the job description for "Head of Advice"? Atul Kamra, former head of First Clearing, takes on a high profile role at Wells Fargo Advisors....More
  • May 3, 2012
    Article
    REP.

    Timothy Cusick: Hands Across the Border

    Firm: Wells Fargo Advisors City: San Diego, Calif. Age: 53 Years as a rep: 31 Years with current firm: 18 (joined Prudential Securities 1994) Production: $800,000 AUM: $200 million Product mix: Stocks, 25%; insurance, 5%; bonds, 25%; managed accounts, 45% Designations, licenses: Series 5, 7, 8, 31, 63, insurance...More
  • Apr. 13, 2012
    article
    REP.

    Wells Fargo Wealth Management Business Posts Stagnant First Quarter

    Wells Fargo’s wealth management business reported no growth in assets and a slight decline in advisors for the first quarter versus the same time period a year ago. Total client assets in the bank’s wealth, brokerage and retirement division sat at $1.4 trillion, flat versus the first quarter of last year, despite a 6 percent rise in the S&P 500 over that period....More
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