DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Wells - 2 Wells Fargo - 2 — - 2 Charlie Scharf - 1 Scharf - 1 He's - 1 Abbot Downing - 1 Goldman Sachs - 1
Top related locs:
Wells Fargo San Francisco Wells
Top related orgs:
Wells Fargo Advisors - 2 Wells - 2 Federal - 1 JPMorgan - 1 Federal Reserve - 1 Bloomberg - 1 New York Times - 1 Business - 1

Search resuls for: "Fargo Advisors"


3 mentions found


☆ Financials continue to show strength when rates are higher, says Wells Fargo's Mark Smith
  + stars: | 2022-09-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinancials continue to show strength when rates are higher, says Wells Fargo's Mark SmithMark Smith, senior vice president and portfolio manager at Wells Fargo advisors, joins 'The Exchange' to discuss finding long-term value in the market, the Fed continuing to raise rates and the increase to inflation caused by high rent and housing.
☆ Wells Fargo is undergoing a major transformation under CEO Charlie Scharf. These are the units most affected.
  + stars: | 2022-06-28 | by ( Business Insider | ) www.businessinsider.com   time to read: +8 min
Wells has been revamping its wealth business and shrinking its mortgage unit under Charlie Scharf. Change is hard — just ask Charlie Scharf, CEO of Wells Fargo. And for every scandal Wells Fargo has put behind it, a new one seems to crop up. Wells Fargo has fired dozens of loan officers accused of misusing appraisal waivers. Wells Fargo CEO Charlie Scharf has called the change in leadership at the bank a 'dramatic change.'
Persons: Wells, Charlie Scharf, Scharf, He's, Wells Fargo, Abbot Downing, Goldman Sachs, pare, Fannie Mae, Freddie Mac, Read, — Organizations: Federal, Wells Fargo Advisors, JPMorgan, Federal Reserve, Bloomberg, New York Times, Wells Locations: Wells Fargo, San Francisco, Wells
☆ The new head of Wells Fargo's massive wealth arm explains why human financial advisors should embrace roboadvisers, not fear them
  + stars: | 2019-12-20 | by ( Rebecca Ungarino | ) www.businessinsider.com   time to read: +7 min
In his first interview as president and head of Wells Fargo Advisors, Jim Hays shared with Business Insider his view on the wealth management industry's future. He joined the unit's parent firm Wells Fargo in 2005, and was previously head of its Private Wealth Financial Advisors group. Wells Fargo Advisors has 13,723 financial advisors that oversaw some $1.6 trillion in retail clients' assets as of September 30. That being said, the predominance of technology and its impact on the financial advice industry can't be understated. Additionally, through Wells Fargo Advisors' Intuitive Investor, we've found users actually prefer a hybrid model: pairing powerful portfolios with advice from financial advisors.
Persons: Jim Hays, Hays, —, Wells, Charles Schwab, Wells Fargo, we've Organizations: Wells Fargo Advisors, Business, Wealth Financial, Wells, Advisors, Analysts Locations: Wells Fargo
<< prev 1 next >>
Total: 3