Affluent Investors Prefer Human Advisors—With a Catch: Wells Fargo Survey
Advisors "need to look for ways to have technology complement and augment their relationships with clients," says Joseph Nadreu of Wells Fargo.
Wells Fargo Mulls Robo-Advisory Offering
The news comes more than five years after BofA rolled out Merrill Edge.
Best Broker-Dealers Ranked by Financial Advisors: J.D. Power — 2015
Satisfaction poll by J.D. Power finds a big drop in loyalty as frustrated reps consider their options.
Wells Fargo Grabs Morgan Stanley, Merrill Reps as Raymond James Nabs UBS Team
The four new Wells Fargo advisors come on board with some $900 million in assets; the new RJ group has some $300 million.
Wells Fargo, LPL, Raymond James to Repay $30M to Charities, Retirement Plans
Wells Fargo, Raymond James and LPL failed to waive mutual fund sales charges that more than 50,000 accounts were entitled to, FINRA says.
Focus Financial Adds $1B RIA in Chicago
Also, Raymond James adds a $390 million independent-employee group in Beaufort, S.C., from Wells Fargo.
Investors Prefer Flesh-and-Blood Advisors Over Robos 2 to 1: Survey
The latest Wells Fargo/Gallup Investor and Retirement Optimism Survey also found that investors are more worried about identity theft and cyberattacks than market volatility.
Wells Fargo, Hearsay Social Roll Out New Tech Tools
The wirehouse boosts reps' tablet power, while the social media tech firm introduces a "universal" supervision solution.
Breaking Away—When the Wirehouse Wants You to Stay
Independence-minded advisors encounter significant incentives and obstacles oriented toward keeping them and client assets in-house.
529 Plans: The College Savings Tool Most Families Don’t Know About
About two-thirds of families don't know what a 529 plan is, according to a recent survey. Here's what your clients should know.