The Zelin Group and its five advisors made the move after the lead partner, Jonathan Zelin, had been with Merrill for more ...

Wurm and Frye joined the financial services industry in 1997, registering with IDS Life Insurance Co., and together moved through several firms, including Prudential Securities, LPL Financial and ...

FCS Private Wealth Management and Family Office, part of Wells Fargo Advisors Financial Network, ranked No. 1 with $2 billion ...

Our opinions are our own. Wells Fargo launched the Attune card in June 2024 to encourage the health and wellness of the self, one’s pets and the planet. For a $0 annual fee, the card earns an ...

Analyst Betsy Graseck from Morgan Stanley maintained a Buy rating on Wells Fargo (WFC – Research Report) and keeping the price target at ...

The megabank is simplifying the management structure of its private bank. Regional leaders will now report directly to Andy ...

Two Wall Street titans are shelling out a combined $60 million to the U.S. Securities and Exchange Commission for allegedly ...

Wells Fargo (WFC), Goldman Sachs (GS), Citigroup (C), Bank of America (BAC), and Morgan Stanley (MS) all beat estimates, instilling confidence that the Financials sector earned its 28% performance ...

The pair preach teamwork as the banking giant plunges further into different aspects of a housing market in desperate need of ...

Advisory clients’ uninvested dollars were automatically swept into bank accounts that paid paltry interest, but were profitable for the companies, the SEC said. Merrill Lynch and two units of ...

Two Wells Fargo-affiliated investment advisers and Merrill Lynch agreed to pay $60 million, while LPL Financial agreed to pay ...

Wells Fargo and Merrill Lynch will pay $35 million and $25 million, respectively, to settle allegations by the Securities and ...