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Registered Rep.
July 19, 2011
Diana Britton |
Wells Fargo's Wealth Management Earnings, Headcount Dip but Cross Selling Improves Wells Fargo's wealth, brokerage and retirement business posted slightly lower second-quarter earnings.   |
Registered Rep.
January 19, 2011
Jerry Gleeson |
Wells Fargo Brokerage Sees Higher 4Q Assets, Revenue WBR "is an increasingly important growth business for us, and an increasingly important source of cross-selling," Chief Financial Officer Howard Atkins said on a conference call with analysts. |
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.
May 31, 2013
Megan Leonhardt |
Sizing Up the Street In the latest earnings cycle, here's how the wirehouses stacked up. |
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.
October 17, 2011
Kristen French |
Wells Fargo Wealth/Brokerage Client Assets Decline; Asset-Based Revenue Up Wells Fargo's wealth brokerage and retirement businesses reported third quarter income of $291 million, up 14 percent versus the year ago quarter, while revenue for the division was down 1 percent from the year ago quarter. |
Registered Rep.
April 15, 2011
Kristen French |
Merrill Earnings Strongest Since Bank of America Takeover Bank of America's Global Wealth and Investment Management division, which includes Merrill Lynch, reported its highest earnings since Bank of America's takeover of Merrill in late 2008, as asset management and brokerage fees rose. |
Registered Rep.
February 1, 2011 |
Poll: Are Advisors Being Pressed to Peddle Bank Products? To what extent do brokers at Merrill Lynch, Wells Fargo Advisors and elsewhere want to sell banking products? |
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.
October 20, 2010
Jerry Gleeson |
Profits Soar at Wells Fargo, Raymond James The brokerage business of Wells Fargo of San Francisco, and independent b/d Raymond James Financial Inc. of St. Petersburg, Fla., both reported mixed performances today, with sharply higher year-over-year profits contrasting with more subdued sequential results. |
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. |
On Wall Street
February 1, 2010
Frances A. McMorris |
When Firms Collide: Is Culture Clash Inevitable? Merged companies have been integrated and new executives have taken up their posts, but everyone is still trying to adjust. |
The Motley Fool
January 22, 2011
Nick Nejad |
Wells Fargo's CEO on Market Share, Repurchase Risk Two points you may have missed from the bank's fourth-quarter results. |
Registered Rep.
July 21, 2011
Kristen French |
Morgan Stanley Plans More Cost-cutting in Retail Brokerage; Integration on Target, Net Asset Flows Up Morgan Stanley financial advisors should expect more cost-cutting in the global wealth management division in coming quarters. |
Registered Rep.
October 19, 2011
Kristen French |
Morgan Stanley Smith Barney Reels In $15.5B in Assets, 300 FAs Exit, Margins up to 11% Morgan Stanley's global wealth management group finally raised its pre-tax profit margins in the third quarter, which climbed to 11 percent from 9 percent. |
Registered Rep.
April 21, 2011
Kristen French |
Morgan Stanley Wealth Management Assets Up, Headcount and Margins Down Morgan's other two divisions -- institutional securities and asset management -- recorded declines in income and revenues. |
Registered Rep.
February 7, 2012
John Aidan Byrne |
UBS' U.S. Brokerage Boosts Profits, Boasts Most Productive Advisors Despite global market conditions that lowered asset-based fees and transaction-based income, UBS Wealth Management Americas ended 2011 on firmer footing, earning $573 million for the year on revenues of $5.96 billion. |
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. |
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. |
Registered Rep.
July 19, 2011
Kristen French |
Bank of America Gains 500 Financial Advisors, Client Balances Slip in Q2 It was an ugly quarter for Bank of America, which reported an $8.8 billion loss in the second quarter. |
Registered Rep.
December 1, 2011
Kristen French |
Broker Report Card 2011: It's Getting Better All the Time Registered Rep.'s 21st annual Broker Report Cards showed advisor satisfaction ratings creeping higher this year across the board -- on everything from compensation and benefits, compliance support and sales support to products. |
Registered Rep.
September 23, 2009
Halah Touryalai |
Client Service (Not Retention) Bonuses for Wells Fargo Advisors Some Wells Fargo Advisors financial advisors are earning their bonus dollars through a client service program. |
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. |
The Motley Fool
October 21, 2008
Morgan Housel |
Why Wells Fargo Really Wanted Wachovia Why was Wells Fargo so eager to ante up a deal for Wachovia? Taxes. It was all about taxes. |
On Wall Street
June 1, 2011
Lorie Konish |
Wells Fargo Creates New Regional Structure A new regional wealth management structure and continuing merger and acquisition buzz surrounding the firm could shift its role in the industry. |
Registered Rep.
January 20, 2010
Halah Touryalai |
Wealth Management Has Strong Fourth Quarter At Morgan, BofA Neither Morgan Stanley Smith Barney nor Bank of America ended 2009 with a bang in the earnings department. But their wealth management units were pockets of strength. |
Registered Rep.
July 22, 2010
Christina Mucciolo |
Raymond James Financial and Wells Fargo Retail Brokerage Units Hang In There A report on earnings from two major financial firms. |
Registered Rep.
January 14, 2010
Kristen French |
Wells Fargo FAs Grumble About New Tax Withholding Rate Wells Fargo's new tax withholding system applies a flat rate of 25 percent to all financial advisors, causing under/over withholding problems for many employees. |
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. |
Registered Rep.
September 3, 2010
John Aidan Byrne |
UBS Hires Four HNW Advisors The latest hires by UBS Wealth Management Americas reflect its goal of attracting business from the ultra rich in mostly major metropolitan markets in the United States. |
BusinessWeek
September 2, 2010
Moore & Mildenberg |
In the Battle of the Big Brokers, Merrill Is Winning Merrill Lynch earns higher profits with fewer advisers, thanks to a smooth integration with Bank of America and more cross-selling. |
The Motley Fool
January 28, 2009
Morgan Housel |
Wells Fargo Proves No Bank Is Immune Wells is one of the strongest banks around, if not the strongest, but in the fourth quarter they didn't even come close to meeting expectations. |
U.S. Banker
April 2010
John Hintze |
A Wealth of Progress Bank of America aims to turbocharge cross-selling between its banking and wealth management units and move a step closer to building a true one-stop shop. |
Registered Rep.
February 1, 2006
Kevin Burke |
Hired and Fired Up The biggest brokerage businesses are showing that even in a modest market upswing they now have in place a strategy for delivering stronger and steadier sales and earnings growth. |
On Wall Street
March 1, 2010
Bill Willis |
The Financial Supermarket Is Back In Style This is a strategy whose time has come, and the outlook for a one-stop shop appears bright. |
The Motley Fool
May 31, 2007
Ryan Fuhrmann |
Fool on the Street: Rock-Solid Wells Fargo Wells Fargo is peerless in terms of its expansion track record, and if it can keep cross-selling its way to similar levels of growth, it may turn out to be one of the best financial stocks for 2007 -- and beyond. |
Registered Rep.
July 21, 2010
Jerry Gleeson |
Assets, Advisors Decline at Morgan Stanley Smith Barney in Q2 Morgan Stanley is making continued progress on its integration with Smith Barney, but declines in assets and headcount suggest it may be feeling the pain of client and advisor departures. |
The Motley Fool
January 26, 2007
Ryan Fuhrmann |
The Best Financial Stock for 2007: Wells Fargo A solid history of sales and earnings growth put this company in the running. Investors, take note. |
Registered Rep.
March 1, 2005
John Churchill |
Earnings Forecast: Clouds Give Way to Sun The past year's earnings troubles belie the brokerage industry's sunny prospects for 2005. For advisors, the industry's recent troubles have translated into fewer jobs, but many firms are recruiting aggressively again. |
Registered Rep.
December 3, 2013
Megan Leonhardt |
Out From Under A rising market lifts many spirits, including advisor satisfaction with the firm that employs them. |
The Motley Fool
November 7, 2008
Morgan Housel |
Wells Fargo Doubles Down Wells Fargo raises $11 billion in fresh equity by issuing common stock, down from the $20 billion it planned on raising to help usher in its pending of acquisition of Wachovia. |
U.S. Banker
March 2009
Anthony Malakian |
Circling the Wagons After Merger The merger between San Francisco's Wells Fargo and Charlotte's Wachovia was completed on the first of this year. And on January 2, the new brand became, "One team, twice as strong." |
Registered Rep.
October 8, 2010
Kristen French |
Wells Fargo Advisors Hikes Recruiting Bonuses 100 bps In the next couple of months, major Wall Street brokers may be giving Wells Fargo Advisors a closer look. |
On Wall Street
November 1, 2008
Frances A. McMorris |
Wall Street's Trillion Dollar Nightmare From bankruptcies to bailouts, the brokerage business changed overnight, but this uncertainty and pain may give way to opportunity. The question is: how soon? |
Registered Rep.
March 9, 2011
Kristen French |
Morgan Stanley Cutting 200-300 FAs And Trainees The firm's wealth management division, Morgan Stanley Smith Barney, should end the quarter with about 17,800 advisors, still the largest brokerage force in the U.S. by headcount. |
On Wall Street
October 1, 2011 |
Who's News Bank of America Merrill Lynch hired Wells Fargo advisor Adam Gurien... Morgan Stanley Smith Barney has hired a team of Wells Fargo Advisors...Raymond James & Associates hires three advisors in Hingham, Mass... more... |
Registered Rep.
January 21, 2010
Christina Mucciolo |
Fidelity Cedes Top "Distributor" Spot to Schwab In Client Survey Affluent investors rated Charles Schwab the number one "distributor" or brokerage firm, bumping Fidelity into second place, according to Cogent Research's recently released 2010 Investor Brandscape report. |
Registered Rep.
April 13, 2004
David A. Gaffen |
Merrill Reports Record Quarter Merrill Lynch reported earnings of $1.3 billion for the first quarter of 2004, a 95 percent increase from the same period a year ago. |
Bank Systems & Technology
June 9, 2009
Maria Bruno-Britz |
Wells Fargo Grows First Data Card Relationship An expanded agreement has been signed to include Wachovia's card customers with Wells Fargo's First Data portfolio. |
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. |
