| Similar Articles |
 |
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. 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. 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. 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. 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  |
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. 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 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.  |
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. 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. 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. 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.  |
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.  |
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.  |
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.  |
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. 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.  |
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. 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 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.  |
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. 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.  |
Registered Rep. July 18, 2008 |
Woo-hoo! Citigroup Only Loses $2.5 billion In 2Q; Client Assets Flee Smith Barney Citigroup reported its second quarter earnings today, beating analyst expectations by losing far less money than anticipated.  |
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.  |
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.  |
Registered Rep. June 16, 2014 Mindy Diamond |
When CPAs and Wealth Managers Come Together While the financial advisor and accountant might seem like a bit of an "Odd Couple" at the outset, there are significant synergies to be had.  |
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.  |
The Motley Fool January 17, 2007 Ryan Fuhrmann |
Wells Fargo Forgoes Mediocrity The financial institution continues its run as one of the most consistently performing banks. Investors, take note.  |
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.  |
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.  |
The Motley Fool April 18, 2006 Stephen D. Simpson |
Is All Well at Wells Fargo? Mortgages have weakened, but Wells Fargo still looks strong. Investors, take note.  |
Financial Planning September 1, 2010 Marion Asnes |
Real Wealth Wealth management is a study in anxieties, as advisors relate how even their multimillionaire clients are struggling to unload overpriced homes and pay astronomical college tuition bills. You have to wonder: What is wealth, anyway?  |
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. 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.  |
Registered Rep. March 16, 2012 John Aidan Byrne |
UBS Betting Big On Asia UBS Wealth Management will embark on a global expansion outside the U.S., announcing yesterday it will hire another 500 advisers in the fast-growing emerging markets and Asia Pacific regions.  |
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.  |
Registered Rep. July 28, 2010 John Aidan Byrne |
UBS Brokerage Unit Turning the Corner? The "turning point" in client fund outflows is about to appear for UBS Wealth Management Americas.  |
The Motley Fool October 16, 2008 Morgan Housel |
Wheels Stay on the Stagecoach at Wells Fargo All things considered, all's well at Wells.  |
U.S. Banker July 2009 Alan Kline |
Raking in the Fee Income Among bank holding companies, Citigroup Inc. remains the industry leader in generating insurance revenue, but rivals Wells Fargo & Co. and Bank of America Corp. are closing the gap.  |
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.  |
The Motley Fool January 5, 2012 Selena Maranjian |
Brokers Offer Financial Planning -- but Be Careful Almost a third of us would rather clean a bathroom than plan for our financial future. Fortunately, there are many resources available to help us, though they're not all equally helpful.  |
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.  |
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.  |
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 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 July 1, 2010 Lee Conrad |
Barclays Builds Its Beachhead In The U.S.-- But Can It Pick Up The Pace? There are lingering questions in some corners over whether Barclays Wealth can really make a go of it in the United States.  |