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Wall Street & Technology June 3, 2004	Return to Growth As the economy rebounds and cash flows return, CIOs hone in on areas where they see the potential for growth.
Wall Street & Technology June 4, 2004 Jessica Pallay	A Penny Saved Is a Penny Earned Michael Goff prepares T. Rowe Price for the economic upturn with a long-term IT strategy.
Wall Street & Technology June 4, 2004 Kerry Massaro	An Alternative View Despite a level budget, Vanguard CIO Tim Buckley strives to provide more.
Wall Street & Technology June 3, 2004 Ivy Schmerken	Schwab's IT Mission: Quality CIO Geoffrey Penney supports key initiatives in retail investing and institutional trading.
Wall Street & Technology June 4, 2004 Ivy Schmerken	PHLX Pushes Capacity to Extremes CIO William Morgan leads effort to upgrade capacity and provide streaming quotes.
Wall Street & Technology March 26, 2004 Jessica Pallay	If You Build It, Will They Come? As wealth managers battle for assets, CIOs are increasingly turning to outside vendors to build best-of-breed technology solutions.
CRM May 1, 2003 Ron Miller	Big Deal Merrill Lynch signs a five-Year CRM contract.
CIO September 15, 2003 Todd Datz	Merrill Lynch's Billion Dollar Bet Next month, Merrill Lynch plans to roll out a new $1 billion platform built by an all-star team of vendors and one general contractor with an unusual role. If successful, how Merrill managed it all may point the way to the future of IT outsourcing.
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?
Registered Rep. February 18, 2003 David A. Geracioti	Prudential and Wachovia Deal at Hand Wachovia Corp. and Prudential Financial are set to announce their long-rumored joint venture, a partnership that would combine the two firms' brokerage units and clearing operations to create the third-largest brokerage (by number of reps) in the United States after Merrill and Morgan.
Wall Street & Technology March 26, 2004 Kerry Massaro	Integration Is Key Integration was raised again and again as one of the largest obstacles to creating the perfect broker-workstation environment.
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.
Bank Technology News November 2003 Jeremy Quittner	Finding Equals in a Merger Jean Davis's responsibility is to integrate all of Wachovia's systems, technologies and operations since its 2001 merger with First Union. It wasn't a cake walk, but the new entity is beginning to hum.
Registered Rep. March 1, 2003 David A. Gaffen	Wach-Pru: Rock Steady, or Not Ready? Wachovia's courtship of Prudential Securities, for months one of the worst kept secrets on the Street, has come to fruition. Is the new organization capable of competing in the elite league it has entered?
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. 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).
Wall Street & Technology September 21, 2004 Jim Middlemiss	IT Architecture Financial industry consolidation, new computing standards and a move to horizontal business structures have IT architects' plates full.
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. December 1, 2005 Kristen French	Wachovia: Back on Track Wachovia is back in good graces with its brokers. The many integration headaches of the firm's merger with Prudential Securities have finally subsided. Reps polled say management has tackled a number of improvements.
Registered Rep. January 24, 2007 John Churchill	Another Good Year for the Brokerage Industry Fourth-quarter earnings reports are just now rolling in, and they're even better than expected. And it's not just Wall Street's investment-banking divisions that are reeling it in.
Registered Rep. January 13, 2003 Gaffen & Geracioti	Wachovia-Prudential: For Real This Time? Can you say Pru-chovia? Prudential Securities and Wachovia Securities are very close to an agreement to join forces, one that was scuttled earlier in the year, reportedly due to differences in who would control the unit.
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.
Wall Street & Technology July 26, 2007 Maria Wakem	Susan Certoma Takes Wachovia to the Next Level Here, Wachovia Corporate Investment's CIO discusses work experiences, what's next in enterprise tech management, 2008 IT initiatives and her top three current IT projects.
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.
CIO August 15, 2002 Ben Worthen	Mergers and Acquisitions Many of the CIO-100 honorees were thrust into the theater of integration following a merger. These companies shared the same urgent pace of integration as they streamlined processes and combined systems.
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. 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.
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.
BusinessWeek January 12, 2004	Ken Thompson In his nearly four years at the helm of First Union -- now Wachovia Corp. -- G. Kennedy Thompson has rewritten the book on bank mergers.
Registered Rep. December 1, 2004 David A. Gaffen	Meet the New Boss, Different From the Old Boss November's news that Bob Mulholland was leaving Merrill Lynch wasn't entirely a surprise. He had been co-head of the 14,000-strong retail brokerage unit, but Merrill insiders figured all along that only one boss would prevail.
Registered Rep. November 1, 2004 David A. Gaffen	The Tipping Point Depending on how the grid changes resolve continuing differences between the Pru and Wachovia payout plans, old Pru reps may be ready to walk. Advisors say that at this point, they are growing weary of promises and pep talks.
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. May 1, 2004	Comings & Goings Wachovia has a new regional president of its northeast region... Kevin Rowell has joined the hard-coming Schwab Institutional group as executive vice president of sales... etc.
Registered Rep. December 1, 2003 David A. Gaffen	Suddenly, A Monster Wachovia Securities has gradually, then all of a sudden, emerged as a monster brokerage firm. But Wachovia management insists that its Richmond roots aren't the only difference between it and its New York-based rivals.
Bank Systems & Technology November 1, 2005 Maria Bruno-Britz	Stranger in a Strange Land No More According to Wachovia's CIO, increasingly, banks are realizing the need to bring together IT with their general business strategies in order to achieve their goals on the customer end.
Insurance & Technology April 19, 2005 Lisa Valentine	Life After Integration A conversation with Nicholas Campanella, head of the Prudential Annuities technology group, about integrating technology from newly acquired American Skandia.
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. 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. 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.
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.
InternetNews April 13, 2004 Colin C. Haley	Thomson To Buy Financial Data Platform The data services giant makes its third technology acquisition this year to improve its financial unit. The key asset is CGI's Starquote service. Delivered through stock traders' desktops, the offerings provide an overview of financial markets, news, information and real-time quotes on a single screen.
Registered Rep. January 1, 2003 Gaffen & Geracioti	What's Going to Happen to the Rock? The Prudential unit seems like a serious candidate for a sale. It has been losing money and been a perennial under-performer.
Registered Rep. February 13, 2004 David A. Gaffen	More Wachovia, Less Prudential Three former Prudential managers depart as part of the post-merger consolidation.
CIO April 1, 2004 Alice Dragoon	Banks Fight Customer Fligtht Following mergers, banks used to sacrifice customer service in favor of speedy integration and cost-cutting. But no more. Here's how CIOs are helping banks implement a new postmerger mandate to focus on customer service.
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.
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.
Bank Systems & Technology December 1, 2006 Nancy Feig	Wachovia Upgrades Training and Reviews With SumTotal When Wachovia grew to more than 86,000 employees in 2000, bank executives decided to bring employee training in-house.
Bank Systems & Technology November 20, 2008 Maria Bruno-Britz	Risk and Customers Key Considerations in Mergers Whether a bank acquires another under duress or a merger occurs for more practical reasons around synergies and cost savings, there are several best practices banks should keep in mind to make the process less painful.
Investment Advisor August 2009 James J. Green	Broker/Dealer Briefing: Fidelity Enhances Broker Workstation Fidelity's National Financial unit announced enhancements to its Streetscape brokerage platform, including the addition of Thomson One wealth management applications.
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.