Wells Fargo has recruited an advisory duo in Texas managing $1.2 billion in client assets. Paul Cooke and Jake Trousdale have ...

Advisors Paul Cooke and Jake Trousdale have moved their Dallas-based practice from Citigroup to Wells Fargo as the wirehouse ...

The latest additions in Texas cap off what was an active 2025 recruitment season for Wells Fargo's private client group.

Wells Fargo Advisors, the St. Louis subsidiary of Wells Fargo, said today that Paul Cooke and Jake Trousdale joined on December 22. According to BrokerCheck, both advisors, who have collectively ...

Banking titan Wells Fargo says that the public stock debut of Elon Musk's SpaceX could help one sector of the market ...

Genesis Wealth, a wealth management practice operating within LPL Financial, has picked up a pair of experienced financial advisors from JPMorgan Chase.

A group of senior executives from Wells Fargo Advisors with a $40 million war chest are planning to embrace a registered investment advisor aggregator and roll-up strategy, according to sources ...

Wells Fargo Advisors joined peers Tuesday in slimming down its regional divisions as wirehouses increasingly streamline to trim costs. In this case, Wells will go from seven regional divisions to four ...

Mark Smith, senior vice president and portfolio manager at Wells Fargo Advisors, says 2025’s sector momentum—led by tech, ...

The wealth industry is facing a retirement cliff, and Wells Fargo Advisors leaned into client handovers when it added succession incentives in April.

Wells Fargo & Co. said Wednesday that it has promoted Jim Hays to president and head of Wells Fargo Advisors, the company’s $1.7 trillion AUM full-service retail brokerage operation. Hays, based in St ...