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Wells Fargo welcomed 22 active duty members to its corporate office as part of a corporate fellowship program.November 21
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After a recent policy switch, many clients at the wirehouse can no longer use balances from their deposit accounts to purchase shares in these funds.November 20
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The wirehouse is also simplifying its small household policy and boosting its emphasis on financial plans.November 19
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Clients overpaid more than $12 million because of operating flaws and coding failures in an automated device advisors relied on for executing mutual fund orders.November 14
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The wirehouse is making changes ahead of an expected wave of baby boomer departures.November 6
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The strategy mimics one the executive used to boost profit at his previous employer, cross-town rival Credit Suisse.November 6
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The changes follow the firm’s recent move to cut some client fees on separately managed accounts.November 5
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The expansion is intended to free advisors to spend more time on client-facing tasks, executives say.October 28
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Sergio Ermotti is under pressure to lift a stock that has trailed peers for a year.October 28
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The policy shift affects the wirehouse’s separately managed accounts.October 23
