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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.
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.
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. 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.
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.
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.
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.
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 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.
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. mark for My Articles similar articles
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. 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
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. 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
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. 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
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
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
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
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
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
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
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
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
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
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. 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
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
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. 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
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 16, 2008
Morgan Housel
Wheels Stay on the Stagecoach at Wells Fargo All things considered, all's well at Wells. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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.
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. 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
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. mark for My Articles similar articles