Wells Fargo Advisors is setting up a newly designed RIA Solutions channel seeded by advisors from its broker/dealer FiNet, ...

The recruiting wins lure teams of seasoned advisors away from Merrill Lynch and Morgan Stanley.

Wells Fargo lands big teams from Merrill and Citi, while Cerity Partners and Mercer Advisors continue their aggressive M&A streaks.

The addition of East Lake Wealth Management continues string of big recruitment wins for Wells Fargo to kick of 2026.

Merrill’s new hires include an advisor who previously worked at the firm before the financial crisis.

A South Carolina financial advisor who managed about $247 million in client assets at Wells Fargo joined Raymond James & Associates (RJA), the employee advisor channel of Raymond James, the firm said ...

In addition, Rothschild Wealth deals for a Chicago-area RIA, Apollon Wealth adds a $200M firm, and a Bluespring partner firm bulks up assets with a deal.

Over the past decade, Wells Fargo has transformed itself from a regional bank operating principally in the western United States, to the nation's third biggest bank by assets with locations spanning ...

The move to West Palm Beach will make it the first big bank to base its wealth management operation in the wealthy and ...

Wells Fargo stands out among wirehouses with FiNet, its dedicated channel for independent advisors. Wells Fargo Advisors head ...