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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.   |
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. |
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.
June 28, 2007
Christina Mucciolo |
Wachovia Securities to Make New Home in St. Louis Federal Antitrust regulators approved Wachovia Corp.'s acquisition of A.G. Edwards. The deal is expected to close in the fourth quarter, most likely in October. |
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.
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
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. |
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.
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. |
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. |
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.
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.
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.
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.
April 12, 2004
Will Leitch |
A.G. Edwards Inks Deal With Morningstar A. G. Edwards signs deal with investment research firm Morningstar to integrate its mutual fund research, data and ratings with Edwards' existing infrastructure. |
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.
November 1, 2006
John Churchill |
A.G.E. to Catch a Rep Instead of buying brokers like its peers with offers of big upfront forgivable loans, A.G. Edwards is offering its own reps bonuses for successfully recruiting good reps. |
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.
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 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.
May 2, 2007
John Churchill |
SEC Fines A.G. Edwards for Failure to Supervise Add A.G. Edwards to the long list of firms that have been fined by the SEC for long-ago failures to supervise brokers who deceptively market timed mutual funds. |
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 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. |
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. |
Registered Rep.
January 1, 2005 |
I'm A Broker, You're A Broker At most publicly traded national broker/dealers, about 35 percent of employees are called financial advisors. |
On Wall Street
December 1, 2008
Danny Sarch |
This Is Your Career, So Start Acting Like It Like any labor market, the financial services one comes down to supply and demand, and a number of forces are in line to start pushing values down. |
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. |
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 1, 2005
Will Leitch |
Edwards Weighing How to Settle A.G. Edwards is ready to talk about paying for its transgressions in the sale of Class B and Class C mutual fund shares. |
Registered Rep.
June 7, 2004
Will Leitch |
A.G. Edwards Signs Tech Deal with Dell A.G. Edwards has struck an outsourcing deal with Dell, under which the computer firm will provide server systems, desktop computers and on-site support to the firm's reps. |
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.
May 13, 2003
Will Leitch |
A.G. Edwards Ready For Its Close-Up After years of subsisting as a well regarded, lightly publicized regional firm (albeit the largest one), A.G. Edwards is stepping it up a notch. The firm wants to raise its nationwide profile, which is vastly smaller than that of the larger wirehouses. |
On Wall Street
February 1, 2011
Frances A. McMorris |
From Book Smart To Street Smart Paul Clever stands before a classroom of 89 new financial advisors who braved 14-degree temperatures, snow and flight delays to get to St. Louis. |
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.
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 21, 2005
Will Leitch |
A.G. Edwards Offering Courses for College Credit The firm cleared the classes with the American Council on Education, allowing them to help brokers who are interested to work toward undergraduate degrees with elective credits. The firm claims they are the first retail brokerage to offer such a program. |
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. |
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.
January 31, 2006
John Churchill |
A.G. Edwards Cutting Compensation As the brokerage industry moves upmarket and seeks better return on equity and profit margins, the pressure for reps (and their firms) to produce continues to increase. |
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. |
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. |
Bank Systems & Technology
November 1, 2005
Maria Bruno-Britz |
Don't Sweat the Small Stuff The head of Wells Fargo's technology operations, communications systems and payments strategies says it's important to look beyond implementing the latest and greatest technology for its own sake but to examine its ability to forward the organization's goals. |
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.
March 1, 2005
Will Leitch |
Back to School at A.G. Edwards A.G. Edwards is not the first brokerage firm to encourage its brokers to continue their educations, but the firm has come up with a novel twist: Its continuing education classes now qualify for college credits. |
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.
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.
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. |
On Wall Street
February 1, 2013
Mason Braswell |
Connecting with Clients Could Lead to Opportunity Firms are partnering with their advisors to help mid-market business owner clients retire. |
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. |
BusinessWeek
March 22, 2004
Dean Foust in Atlanta |
A Rare Win For Wounded Investors A.G. Edwards is settling with a group of P&G retirees featured in a BW report |
