| Similar Articles |
|---|
 |
Registered Rep.
April 20, 2009
Christina Mucciolo |
A.G. Edwards Founder Passes Away at 77 Benjamin Edwards III, former chairman, CEO, and president A.G. Edwards, died Monday after a battle with cancer.   |
Registered Rep.
May 31, 2007
Kevin Burke |
Wachovia Buys A.G. Edwards for $6.8 Billion, Creating New Rival to Merrill, Smith Barney The deal puts Wachovia among the top three competitors in retail brokerage -- in terms of both assets and advisors -- and retail banking. |
Registered Rep.
April 20, 2009
Christina Mucciolo |
Benjamin Edwards Passes Away at 77 Edwards, 77, was the great-grandson of the company's founder, Albert Gallatin Edwards, and led the former regional for 45 years before retiring in 2001 and assuming the title of chairman emeritus. |
Registered Rep.
September 29, 2008 |
Wachovia, The Bank, Saved by Citi; What Will Happen To Wachovia Securities? Firm Says The AGE Integration To Continue Unaffected Citigroup apparently thinks its got enough financial advisors: Citi declined to buy the retail brokerage business -- Wachovia Securities (and A.G. Edwards) -- and the asset management unit (Evergreen). |
Registered Rep.
July 13, 2007
Susan Konig |
Post Acquisition, A.G. Edwards BOMs Have Tough Job to Do With the Wachovia purchase of A.G. Edwards, it's not just A.G. Edwards reps (some of whom fear that the AGE corporate culture will change) who are worried. So are acquired firm's branch managers. |
On Wall Street
February 1, 2010
Lee Conrad |
Wells Fargo: On the Front Lines of the Culture Wars One of Wells Fargo's task after acquiring Wachovia Securities is integrating advisors from both companies into one sales force and keeping them satisfied. |
The Motley Fool
September 21, 2007
Lawrence A. Rothman |
Good Deal, Wachovia! Strong quarterly results from A.G. Edwards reaffirm the wisdom of Wachovia's pending purchase. Investors, take note. |
Registered Rep.
May 18, 2009
John Churchill |
As Wells Fargo Takes Over, Integration at Wachovia and A.G. Edwards Still Faces Hurdles Some financial advisors at what is now the largest retail brokerage firm in the U.S. say the integration of the Wachovia and A.G. Edwards is still incomplete, and leaves much to be desired. |
On Wall Street
January 28, 2010
Lee Conrad |
Carrying on a Family Tradition Tad Edwards, son of retired A.G. Edwards CEO Ben Edwards, sets out on his own to recreate his family's financial advising firm. |
Bank Systems & Technology
October 10, 2008
Maria Bruno-Britz |
Wells Fargo Victorious in Wachovia Battle Wells Fargo given the go ahead to continue with Wachovia buyout. The purchase means the creation of a stronger coast-to-coast banking franchise. |
Financial Advisor
July 2012
Jeff Schlegel |
Benjamin F. Edwards & Co. Forges Own Path Not many four-year-old firms have a legacy stretching back to the Lincoln administration. |
Registered Rep.
February 20, 2009
David A. Geracioti |
No Retention Bonuses For Wachovia Reps; Wachovia Securities To Be Renamed Danny Ludeman, head of Wachovia Securities, told managers earlier today that financial advisors would not receive any retention bonus. |
Registered Rep.
June 15, 2007
Kevin Burke |
Wachovia Extends Olive Branch to A.G. Edwards Reps. Will They Accept? Just 15 days after it announced it was buying A.G. Edwards, Wachovia Securities announced its retention package for A.G. Edwards reps. |
Registered Rep.
July 28, 2008
Kristen French |
Wachovia Could Sell Retail Brokerage: Analysts Analysts point to a record $8.9 billion quarterly loss in the second quarter, but Wachovia says the brokerage isn't for sale. |
Registered Rep.
October 3, 2008
Kristen French |
Wachovia Hooks Up with Wells Fargo; Citi Says Wachovia In Breach Citigroup's deal with Wachovia gets ousted over the new deal with Wells Fargo. Wachovia shareholders and advisors are relieved. |
Registered Rep.
October 2, 2008 |
Just Say No To Citi? Apparently, not everyone is pleased by the deal in which Citigroup would buy Wachovia Corp.'s bank branches, deposits and private bank -- including a number of high-end Wachovia advisors. |
Registered Rep.
October 22, 2008 |
Wachovia Reports Record $24 Billion Loss, Brokerage Results Weak, But With Bright Spots The massive loss was due primarily to declining values in its retail and small business banking divisions. But the retail brokerage and wealth management units didn't fare so well either. |
Registered Rep.
September 17, 2008
Geracioti & Touryalai |
Morgan And Wachovia? The need for the kind of capital offered by customer deposits apparently is driving securities firms into the arms of banks. |
Registered Rep.
January 8, 2010
Jerry Gleeson |
Wells FA Team Bolts for Moneta, an RIA More proof of the breakaway broker phenomenon, albeit anecdotal? Moneta Group has hired two veterans legacy A.G. Edwards advisors, the company said today, amid a nascent national trend of advisors leaving wirehouses for smaller independents. |
The Motley Fool
July 23, 2007
Ryan Fuhrmann |
Wachovia Is One Big Deal Wachovia snapped up one rival and is still digesting another. Investors, take note. |
The Motley Fool
September 24, 2004
Nathan Slaughter |
A.G. Edwards Misses the Mark The full-service broker reports Q2 earnings just shy of estimates. |
Registered Rep.
June 8, 2007
Christina Mucciolo |
Wachovia Accelerates Hiring in Private Bank Under plans to expand its private banking presence, Wachovia Securities said it would hire about 300 private bankers over the next three years, more than doubling its number of private banking relationship managers. |
Registered Rep.
October 1, 2002 |
Warm Bodies Brokerages ranked by number of reps. |
Investment Advisor
August 2007
Kara P. Stapleton |
News and Products NASD Chairman Mary Schapiro announced July 12 that the new self-regulatory organization... Raymond James advisors Judith McGee, Sheryl Stephens, and Margaret Starner were listed... etc. |
Registered Rep.
October 10, 2008 |
Citi Walks, Wells Fargo Gets Wachovia, Wachovia Reps Relieved The union of Wells Fargo and Wachovia will create the country's third-largest coast-to-coast banking behemoth. But the deal still faces obstacles before it can be finalized. |
Registered Rep.
July 1, 2004 |
Comings & Goings Wachovia Securities names Keith Gregg its new national sales director... Donnie Casey, executive vice president and director of staff at A.G. Edwards, has announced her retirement... etc. |
Registered Rep.
January 10, 2011
Susan Konig |
In Tough Year, Unearthing Opportunities For Branch Managers Shifts in the wealth management business could spell opportunity for those managers who are able to reinvent themselves. |
Registered Rep.
April 13, 2012
Kristen French |
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. |
Registered Rep.
July 23, 2008
John Churchill |
Wachovia Earnings Down; Stock Up 27 Percent In Two Days While Wachovia Corp. was busy posting bad numbers, its two retail financial advisory units -- one for high-net-worth financial planning and the other for retail brokerage, including A.G. Edwards -- did relatively well. |
Registered Rep.
December 1, 2005 |
Registered Rep.'s Broker Report Cards How seven of the nation's largest brokerage firms stack up against each other. |
Registered Rep.
November 1, 2004
John Churchill |
Shaky Third Quarter Gives Advisors Pause The last quarter hasn't been great for retail brokerages. Low trading activity and geopolitical uncertainty kept investors on the sidelines, and advisors are feeling the pinch. |
Registered Rep.
October 6, 2008 |
Citigroup, Wells Fargo Still Battling Over Wachovia It now appears the two banks may each get a piece -- but without any help from the government. |
The Motley Fool
October 6, 2008
Morgan Housel |
The Battle for Wachovia: Round 2 Come on, you didn't really think the banking world had its act together, did you? |
Registered Rep.
June 1, 2006
Halah Touryalai |
Overtime Settlements Stacking Up Citigroup agreed in mid-May to pay a record $98 million to past and present advisors to settle their overtime-pay claims. It's the fourth major financial firm to settle a class-action suit regarding overtime pay within the past 10 months. |
Registered Rep.
December 1, 2005
Kevin Burke |
A.G. Edwards: Quietly, the Leader of the Pack Building on its strong performance from a year ago, A.G. Edwards lit up the scoreboard this year. Advisors say the St. Louis-based firm has a high-quality work environment, commitment to clients and freedom from pushing certain products. |
Registered Rep.
December 10, 2010
Jerry Gleeson |
Wells Fargo Wants To Expand Wealth Biz Chief Executive John Stumpf was quoted as saying he felt the "sub-optimized" wealth business could stand some expansion. |
Registered Rep.
May 1, 2005
Chelsea Hardaway |
A Random Walk Down Brand Street The corporate way of communicating has been so bad for so long, many of us have stopped caring altogether. A.G. Edwards: Finally, a brokerage firm that gets it. |
Registered Rep.
July 1, 2006 |
Comings & Goings Ty Schommer, Lynn Soiseth, James "Vince" O'Reilly, and Scott Ingrim have joined A.G. Edwards in Anchorage, Ala... RBC Dain Rauscher has named Tim Jones business development director for the firm's Southern region... etc. |
Bank Systems & Technology
August 19, 2009
Maria Bruno-Britz |
Martin Davis Unites the Wells Fargo and Wachovia IT Shops Merging two customer-centric banks presents challenges and opportunities for Davis as he oversees the technology integration. |
Bank Systems & Technology
August 19, 2009
Maria Bruno-Britz |
Wells Fargo and Wachovia: The Creation of a Coast-to-Coast Banking Franchise It wasn't the easiest of acquisitions, but now that Wachovia is officially part of Wells Fargo, the heavy lifting has only begun for IT. |
Registered Rep.
January 4, 2005
Will Leitch |
Brokerages Respond to Tsunami Tragedy As Americans donate to tsunami disaster-relief efforts, the brokerage industry is chipping in as well. According to the SIA, there is no organized industrywide effort to raise relief funds, but individual firms are doing their part. |
Wall Street & Technology
November 29, 2004
Chris Murphy |
Long Live Long Term Long-term IT projects -- and even good, old-fashioned mega projects -- haven't completely vanished in this short-term world. |
Registered Rep.
February 3, 2009
John Churchill |
Wachovia-UBS Hookup Rumored but Unlikely Here's a possible new twist in the changing financial services landscape: A report in the New York Post raises the possibility of a "joint venture" between the wealth management divisions of Wachovia Securities and UBS. |
Registered Rep.
September 27, 2004
David A. Gaffen |
Wachovia Securities in Technological Purgatory The Prudential/Wachovia Securities systems integration continues to frustrate the firms' advisors, although the most serious problems have been cleared up. |
Registered Rep.
March 18, 2005
Will Leitch |
Wachovia: On the Recruiting Warpath Wachovia Securities, the third-largest brokerage in the country, has announced an "aggressive" new strategy: the creation of the Individual Investor Group, entirely devoted to the recruitment and retention of individual brokers. |
Registered Rep.
January 1, 2003
David A. Gaffen |
Wachovia Software Emphasizes Goals Wachovia Securities wants advisors to know where their clients want to be, not just where they are now. The firm plans early this year to unveil a new software package for its advisors to help clients figure out their retirement goals and the appropriate investments to get them there. |
Registered Rep.
February 25, 2011
Jerry Gleeson |
Wells Fargo Settles Sex Discrimination Claims For $32 Million Wells Fargo Advisors has tentatively agreed to a $32 million settlement of a federal class-action gender discrimination lawsuit brought in 2009 by three women financial advisors who worked at its legacy Wachovia Securities brokerage. |
Bank Systems & Technology
April 9, 2009
Orla O'Sullivan |
Record Q.1 Profit at Wells Fargo Stock in Wells up 30 percent on $3B surprise profit, Wachovia related. |
Investment Advisor
July 2007
Kara P. Stapleton |
News & Products Wachovia announced that it will acquire A. G. Edwards and fold it into Wachovia Securities... Prudential Financial is closing Prudential Equity Group, suspending the group's institutional equity research coverage and discontinuing the equity group's trading and sales arms in 13 cities... etc. |
Wall Street & Technology
November 29, 2004
Paul Allen |
A.G. Edwards' Grand Plan Deal with Thomson Financial could raise costs in the short term, but it's all part of a long-term technology plan to simplify its infrastructure. |
