Portfolio concentration is a big reason the Oracle of Omaha has been such a successful investor over six decades.

Continue reading Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Wells Fargo is one of the oldest ...

A former Wells Fargo financial advisor has been fined and suspended ... been registered with a brokerage or advisory firm since his departure, according to his BrokerCheck profile.

Wells Fargo Intuitive Investors is not just a robo-advisor but a hybrid brokerage account offering the convenience of automated management with the additional benefit of personalized human guidance.

Wells Fargo Advisors is rolling out a new workstation for its financial advisors in a bid to streamline wealth management tasks and create additional time for working with clients, according to its ...

Wells Fargo’s gamble on indie advisors may be paying off. The San Francisco-based brokerage has been quietly building out an independent channel that has helped stem an exodus of advisors at the firm ...

In keeping with its message that its financial advisor work force is steadying after years of upheaval, Wells Fargo Advisors on Wednesday released details of its 2025 incentive compensation plan ...

Continue reading Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Wells Fargo Intuitive Investor is a robo ...

Two former Wells Fargo advisors are suing the firm for breach of contract, unfair business practices, and retaliation after they say they resisted pressure from their supervisors to secretly ...

The SEC said it charged Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network LLC for overcharging more than 10,900 investment advisory accounts more than $26.8 million in ...

Wells Fargo Advisors, one of the biggest brokerage firms in the country, traces its history back to AG Edwards, which merged with Wachovia in 2007. Wells Fargo then acquired Wachovia during the ...

Reports of a processing error began to surface on Thursday and continued through Friday. Wells Fargo said on Saturday that the issue had been resolved. By Orlando ...