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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. 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. 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 20, 2011 Kristen French	Wells Fargo Reports Record Cross-Selling, Asset Inflows Wells Fargo's wealth management division reported stronger earnings, revenues and FA headcount in the first quarter, while cross-selling hit a record and client asset inflows were at their highest since Wells acquired Wachovia in late 2008.
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 31, 2013 Megan Leonhardt	Sizing Up the Street In the latest earnings cycle, here's how the wirehouses stacked up.
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 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.
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.
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.
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. 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. 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.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
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. 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.
On Wall Street September 1, 2011	Mary Mack During our merger with Wells Fargo, I co-led its wealth brokerage business, overseeing the eastern part of the country. Mergers provide important lessons.
Investment Advisor March 2010 James J. Green	Merrill Discovers Retirement It appears that Merrill Lynch, now ensconced in Bank of America, has realized the importance of retirement planning to its clients and potential clients, and is moving to better position its army of financial advisors to compete in the space.
On Wall Street March 1, 2013 Pat Olsen	Life Stories: Wells Fargo's Karen Wimbish Discusses Her Life Our industry has been focused on accumulation and total return, but that's shifting. For the first time, boomers are spending principal. Retirement income is the next frontier.
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.
Financial Planning September 1, 2006 John J. Bowen	Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice.
Investment Advisor January 2009 Kara P. Stapleton	New Year, Same Issues? It's no secret that the securities and investments industry in 2009 will be shaped by the ramifications of 2008's events.
Registered Rep. October 1, 2012 Diana Britton	Comings & Goings: October 2012 Fidelity Investments recently promoted Abigail Johnson... Denise Morrison has joined Securities America... Wells Fargo Advisors has named Eduardo Queen as strategy director...
Registered Rep. October 5, 2009 Kristen French	Citi Bank Brokerage Converts To All Fees Citigroup announced that it would convert its small North American bank brokerage business completely to a fee-on-assets-based fiduciary advice system, and would stop collecting commissions on stock and fund sales.
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. December 14, 2011 Jerry Gleeson	Affluence No Guard Against Retirement Worries, Poll Finds Affluence and peace of mind no longer automatically go hand in hand, a new survey sponsored by Wells Fargo & Co. indicates, and the implications are sobering.
Registered Rep. April 16, 2010 Jerry Gleeson	Merrill Advisor Defections Flat In Q1, Profit Falls Profits were down last quarter at Merrill Lynch but the brokerage's performance still helped to lift the fortunes of its new parent, Bank of America Corp.
Registered Rep. July 1, 2004 David A. Gaffen	More Rich People to Serve According to the annual World Wealth Report, prepared by Merrill Lynch and Capgemini, the number of high-net-worth investors worldwide rose to 7.7 million, a 7.5 percent increase, or a net 500,000 people.
Registered Rep. August 2, 2010 Anthony Riotto	Filling The Talent Gap With Private Bankers When the market picks up there will be a tremendous demand for client service talent with the sales and relationship management skills found with private banker, brokerage firms and RIAs.
The Motley Fool June 8, 2005 Rich Smith	Save Money, Make Money What's one way to maximize the velocity of your investing returns? Reducing one of the greatest brakes on that velocity: frictional costs.
U.S. Banker April 2003 Glen Fest	Going with the Flow Wachovia CEO Ken Thompson's deal with Prudential has tongues wagging and rivals paying close attention. The newly combined brokerage, nets the bank greater access to trillions of dollars that will pass from one generation to another over the next 10 years. Move over Merrill?
U.S. Banker July 2008 John Adams	Red Carpet Service For the Worried There are plenty of consumers nervous about their financial health these days, who seek a voice of calm and solid advice and banks see this need as an opportunity to build long-term relationships that extend beyond loans and deposits.
Registered Rep. March 30, 2009 David A. Geracioti	Bank of America Leading Bank Brokerage in 2008 BofA brokerage posted $1,792.9 million in "investment income" in 2008 -- way ahead of the second-largest, Wells Fargo.
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 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.
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.
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.
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.
The Motley Fool February 15, 2007 Dan Caplinger	No More Commissions? More brokers are offering commission-free trading. Even though saving on stock commissions is a smart move that can save you hundreds of dollars each year, you should watch out for a few things.
The Motley Fool October 16, 2008 Morgan Housel	Wheels Stay on the Stagecoach at Wells Fargo All things considered, all's well at Wells.
Registered Rep. July 21, 2006 Kristen French	Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.
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. 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. January 21, 2011 Diana Britton	Merrill Lynch Revenue, Advisor Productivity Indicate Improved Investor Appetite Bank of America's Global Wealth & Investment Management unit, which includes Merrill Lynch, posted increased revenue and advisor productivity in the fourth quarter, signs investors may be shifting assets into longer-term, higher-margin products
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.
The Motley Fool May 8, 2009 Dan Caplinger	Your Finances Must Pass This Stress Test Even as some start to see light at the end of the tunnel in this long bear market, it's still important to make sure your finances are in the best possible shape.
Investment Advisor December 2009 Melanie Waddell	Retirement Planning: Income Plans, Merrill Style Service links Bank of America deposit accounts with Merrill Lynch cash management accounts.
Registered Rep. February 1, 2008 Kristen French	Morgan Sells Spanish Retail Brokerage Arm Morgan Stanley announced plans this week to sell its Spanish brokerage- and asset- management business to La Caixa, a Spanish financial-services firm, for $885 million.
U.S. Banker November 2008 Anthony Malakian	BofA Makes Dash in the World Of Premium Cards Bank of America's acquisition of top-tier brokerage Merrill Lynch gives the Charlotte NC-based behemoth "a special edge" in the high-net-worth card industry segment where it once lagged.
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.