In this section we present key findings and insights from our survey questions on practice management and operations, including services offered, the most time-consuming activities, professional designations, custody relationships and documentation trends.
There are some very happy Wachovia shareholders, and advisors, out there this morning. Wells Fargo agreed to acquire all of Wachovia’s operations for $15.4 billion, or about $7 a share, in an all stock deal, the companies announced on Friday...
Apparently, not everyone is pleased by the Citigroup deal in which Citi would buy Wachovia Corp.’s bank branches, deposits and private bank, for $2 billion, or about $1 a share.