Wells Fargo & Co.

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  1. Articles

    $5B Credit Suisse team latest to spurn Wells Fargo by joining Morgan Stanley

    Wells finds exclusive recruiting agreement not enough to close the deal with all of the Swiss firm's brokers.

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    Wells Fargo launching 'completely different' target date funds that take an active approach

    The retirement funds, the firm's second to market, seek to give investors 80% pre-retirement income replacement.

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    Wells Fargo and Credit Suisse strike recruiting deal for 250 advisers

    Wells Fargo & Co. and Credit Suisse have struck a deal for Wells to recruit close to 250 advisers currently under the roof of Credit Suisse's U.S. private bank.

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    $258M UBS team goes independent with Wells Fargo FiNet

    $258M UBS team goes independent with Wells Fargo FiNet Curtis Rach and Jud Crary join established practice in Irvine, Calif. Oct 14, 2015 @ 1:06 pm By Laura Sanicola + Zoom (Bloomberg) A team of financial advisers have parted ways with UBS to join a Wells Fargo Advisors Financial Network practice

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    Wells Fargo Advisors chief: Clients expect a more digital experience

    Clients are looking for a more digital experience in an increasingly digital world, but the advice industry hasn't kept pace with the times, according to Mary Mack, president and head of Wells Fargo Advisors.

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    Retirement specialists have outsized influence in adviser-sold DC market

    Plan sponsors have turned to experts as they've recognized the full scope of their responsibility with respect to DC plans.

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    LPL and Wells Fargo's bold calls predict as much as 9% return on stocks this year

    In the face of a spike in market volatility, the two firms are doubling down on surprisingly bullish predictions that the S&P 500 will close out the year notably higher than where it started.

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    Wirehouse metrics reflect different strategies

    Newly compiled InvestmentNews research shows how the nation's biggest brokerages rank across four key metrics.

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    Massachusetts' Galvin to investigate alternative fund sales by advisers

    Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.

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    Wells Fargo faces major test of broker liability for selling F-Squared

    A 68-year-old widower claims wirehouse did insufficient due diligence on the troubled money manager.

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    Home office investment performance beats advisers': study

    Cerulli study suggests quantitative manager selection and staying invested during downturns helps home offices outperform advisers.

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    Attrition and breakaways have shrunk head counts at wirehouses

    Attrition and breakaways have shrunk head counts at wirehouses, threatening the big four firms as they look to keep pace. (Plus: Our full Spotlight on Wirehouses special report)

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    Finra bars Wells Fargo broker who ran Miami nightclub

    Aaron Parthemer, left, a Wells Fargo adviser for a number of NFL and NBA players, allegedly ran a hip hop dance club in South Beach without telling his employer.

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    Wirehouses still attracting adviser talent

    Despite increasing options in the independent space, majority of adviser moves are still among the big four.

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    Nuveen Investments rethinks ETFs after pioneering, then abandoning, them

    After shutting its exchange-traded fund unit in 2002, Nuveen comes back to the table with a new plan.