RBC Wealth Management has added a Conshohocken team from Wells Fargo Advisors which manages $455 million in assets, writes Jeff Blumenthal for the Philadelphia Business Journal. Salon Magura ...

Ampersand Partners has swiped yet another advisor team from Wells Fargo Advisors. Advisors Stanford Slovin, Jonathan Neuman, Patrick Callaghan and Chin-Hui "Lisa" Su have joined Ampersand in ...

Wells Fargo's profit rose 6% in the first quarter, driven by robust performance in its wealth management business. Shares of the San Francisco, California-based bank rose 1% in premarket trading after ...

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Legacy Wealth Management is a separate entity from WFAFN. Legacy Wealth ...

Wells Fargo 's wealth and investment management unit saw its earnings drop significantly from the last quarter of 2024 to the first quarter of this year, despite cost-cutting measures, but ...

Wealth management units at some of the nation’s biggest banks performed well during the first quarter and reported strong numbers for net new assets and new clients.

Like its rival Morgan Stanley, Wells Fargo saw a healthy increase in its AUM and wealth revenues before Trump's tariff ...

Wealth management units at some of the nation’s largest banks reported declines in client assets in the first quarter, ...

Last month, Wells Fargo & Co.’s wealth and investment management group, which oversees Wells Fargo Advisors, said it hired Megan Hausmann as a lead recruiter for its RIA Solutions group.

Wells Fargo’s profit rose 6% in the first quarter, driven by robust performance in its wealth management business. Shares of the San Francisco, California-based bank rose 1% in premarket trading ...