Wells Fargo

Advisor Upside

JPMorgan, Citi, Wells, Goldman Crush Q4 Earnings

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Wall Street ended 2024 on a high note, providing investors with a sigh of relief as we enter the new year.

1 min read

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Banking

Goldman Realigns Banking and Markets Divisions to Form Mega-Deals Team

The Wall Street firm said parts of its investment banking and markets divisions will be combined to form a team focused on mega-deals.

2 min read
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Advisor Upside

Merrill Lynch’s Latest Game Plan to Court the World’s Rich

A new division will connect the firms’ wealthiest clients with other products and services on the Bank of America platform.

2 min read
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Advisor Upside

Why Wells Fargo Is Tapping Into Banking Customers

Wells Fargo Advisors is hoping it can cross-sell products to customers in other business lines, specifically banking customers.

2 min read

Advisor Upside

TradePMR’s Robb Baldwin on Robinhood and the American Financial System

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The future of American financial technology is being able to do transactions, trades, and payments in one spot, Baldwin said.

2 min read

Advisor Upside

Big Brokers Beat Estimates in Strong Start to Earnings Season

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JPMorgan Chase and Wells Fargo, among other banks and asset managers, beat analysts’ expectations in the third quarter.

1 min read

Advisor Upside

BlackRock Hits Record AUM as Wall Street Banks Report Solid Earnings

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CEO Larry Fink attributed the healthy performance to growth in private markets, retail active fixed income, and the company’s ETF business.

1 min read

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Advisor Upside

Wells Fargo Fires Employees for Pretending to Work

Wells Fargo said the allegations involved “simulation of keyboard activity” that created the “impression of active work.”

2 min read
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Advisor Upside

Financial Advisors Are On the Fence About Bitcoin ETFs

As cryptocurrency flirts with record highs, the new ETF products may help advisors gain exposure to a highly volatile asset class.

3 min read
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Regulation

Regulation is Here at Last for Buy Now, Pay Later

But the new don’t require platforms to report how they interact with credit bureaus, keeping many transactions in a black box.

2 min read