Shook Rebrands, Raising Questions
By Rob BurgessThe rankings, which were halted in the fallout of a secret $6 million payment to a Forbes editor, will resume later this year.
August 26, 2026
Wells Fargo Joins Morgan Stanley in Halting Use of Forbes, Shook Research RankingsOn Tuesday, Shook Research and Forbes announced they had suspended all rankings and events until 2027.
July 15, 2026
Wells Fargo Adds AI-Powered Support for AdvisorsThe embedded solution intends to streamline how advisors, client associates and support teams access information and complete everyday work.
June 08, 2026
TradePMR Bets the Future of Wealth Management Is Finally ArrivingAt a recent conference, Robb Baldwin made the case for integrating with a modern, consumer-facing partner.
May 26, 2026
JPMorgan Ordered to Pay $4.25M for Wrongful Firing of BrokerThe financial professional, now at Wells Fargo, alleged that his termination from the firm was defamatory.
May 22, 2026
$3B Wells Fargo Team Launches RIA Gryphon WealthThe Florida-based firm works with TradePMR, led by Robb Baldwin, and will use the BD's Fusion platform.
May 12, 2026
Wells Fargo Launches Advisor GatewayThe giant bank's platform offers access to more than 200 tools and applications.
April 21, 2026
Advisor Fired After 50 Years at Wells Fargo Alleges Age DiscriminationKenneth Schneider contends in a lawsuit that his swearing at work was a pretext for the dismissal.