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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
May 31, 2013
Megan Leonhardt
Sizing Up the Street In the latest earnings cycle, here's how the wirehouses stacked up. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 14, 2006
Emil Lee
Fool on the Street: If I Could Be Like Wells Fargo Investors, anytime Warren Buffett owns a big stake in a company, you know there's something special about it. And at a recent Goldman Sachs financial services conference, the CEO demonstrated why Wells Fargo is the best bank in the world. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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." mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 26, 2008
Ryan Fuhrmann
Is Wells Fargo on the Prowl? Wells Fargo is in a strong position, but don't expect a game-changing acquisition. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
July 21, 2009
Dave Mock
3 Reasons to Buy Wells Fargo Today There are lots, but here are three biggies. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Bank Systems & Technology
October 3, 2008
Orla O'Sullivan
In Sudden Turn, Wells to Buy Wachovia In a surprise announcement, Wells Fargo announced it will be acquiring Charlotte-based Wachovia in a $15 billion stock swap, throwing a monkey wrench in Citi's aspirations to buy the financial institution, as was announced last week. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 18, 2007
Ryan Fuhrmann
No Interest in Inversion at Wells Fargo Net interest margin trends highlight why Wells Fargo is an industry leader. Investors, take note. mark for My Articles similar articles
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. mark for My Articles similar articles
Bank Systems & Technology
August 30, 2004
Cynthia Ramsaran
Big Deals Wells Fargo Picks Carreker... Newburyport Taps M&I... Misys, Stefanini Partner... etc. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Bank Systems & Technology
July 29, 2010
Matt Gunn
Wells Fargo Named Best Consumer Internet Bank San Francisco-based Wells Fargo was named Best Consumer Internet Bank and Best Corporate/Institutional Internet Bank in the United States by Global Finance magazine. mark for My Articles similar articles
The Motley Fool
October 17, 2007
Emil Lee
All's Well at Wells Fargo Wells Fargo digs in its cleats. Investors, the bank did very well in almost every category. Wholesale banking, asset-based lending, commercial real estate and the mutual fund business all grew by double digits in the past quarter. mark for My Articles similar articles
The Motley Fool
May 5, 2009
Morgan Housel
Buffett Would Go All In on This Company But should you? Here are a few things to think about. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 7, 2008
Morgan Housel
Wachovia Suitors Try to Make Nice While the tug-of-war between Citigroup and Wells Fargo over Wachovia isn't over just yet, the two have agreed to stop suing the pants off of each other - at least until noon Wednesday - so something can get hammered out before Wachovia croaks. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 3, 2008
Morgan Housel
Fool Poll: The Fight for Wachovia Citi's out, Wells Fargo's in. For now. mark for My Articles similar articles
The Motley Fool
May 11, 2011
Selena Maranjian
Sneak a Peek at Your Broker's Record Find out whether your broker has been in trouble. mark for My Articles similar articles
The Motley Fool
October 10, 2008
Morgan Housel
Citi Surrenders, Wells Fargo Prevails Welcome to your new home, Wachovia. mark for My Articles similar articles
The Motley Fool
July 6, 2009
Alex Dumortier
Wells Fargo Takes on Goldman Sachs California lender Wells Fargo is set to bulk up the securities business it inherited from Wachovia. What will this mean for investors? mark for My Articles similar articles
The Motley Fool
April 21, 2011
Russ Krull
Wells Fargo: Strengths, Weaknesses, Opportunities, Threats An earnings report is a great excuse to put Wells Fargo under a SWOT-light for a look at strengths, weaknesses, opportunities and threats. mark for My Articles similar articles
Registered Rep.
September 26, 2011
Kristen French
UBS Wealth Management Not For Sale; Analysts Say Don't Rule it Out Completely; Veteran FAs Calm Interim UBS CEO Sergio Ermotti and UBS Chairman Kasper Villiger sent a memo to advisors re-emphasizing that WMA is not for sale, a rumor that has been persistent despite continued denials by executives at the bank. mark for My Articles similar articles