On Wall Street

Abbot Downing

$61,000 for a parrot? Estate planning for pets

Pet owners are seeking guidance on funding alternatives, drafting detailed pet-care instructions and leaving significant sums of money that can run into the millions of dollars.

Estate planning Margarida Correia March 26

Estate planning Margarida Correia March 26
Wealth profits surge 22% at Wells Fargo

Net income and client assets grew even as the firms' headcount continued its steady decline.

Earnings Andrew Welsch April 13, 2017

Earnings Andrew Welsch April 13, 2017
Wells Fargo's Abbot Downing taps private bank veteran

The ultrahigh-net-worth unit hired a regional director from its parent firm to lead a new office.

Recruiting Tobias Salinger February 21, 2017

Recruiting Tobias Salinger February 21, 2017
Advisers on the move: Stifel grabs recruits with $1.6B in combined AUM

Also, Dynasty lured teams managing nearly $1 billion in client assets to independence.

Advisors on the move Nicholas Yeap August 2, 2016

Advisors on the move Nicholas Yeap August 2, 2016
Wells Fargo's Abbot Downing hires veteran adviser from Bessemer Trust

The firm's latest hire has 25 years of industry experience and once worked at BNY Mellon.

Career moves Nicholas Yeap July 1, 2016

Career moves Nicholas Yeap July 1, 2016