Wells Fargo Advisors FAs are in a house of pain. Indeed, one of its predecessor companies, Wachovia Securities, has been near the bottom of the heap in our Broker Report Card satisfaction survey for the last five years. This year was no different...
We've been polling wirehouse financial advisors about how satisfied they are with their firms for 19 years now. And, this year, I was struck by how ambivalent FAs at the big firms are. On the one hand, FAs at the remaining big five national brands...
Merrill Lynch advisors are usually a pretty happy lot, and that has not changed with the firm's acquisition by Bank of America, which closed on January 1. Respondents still feel they work for the top firm on Wall Street: indeed, 78 percent of Mer...
Robert W. Baird hired Denise Wypiszenski as managing director and chief operating officer of Baird's private wealth management group. Most recently, Wypiszenski served as director and chief operating officer of the western division of Morgan...