Financial advisers’ clients are clamoring for crypto assets, while brokers and advisers are trying to figure out how this nascent asset class fits, if at all, into their investment and retirement portfolios. That hurried, confused ardor for cryptocurrencies and digital ...

Two advisory teams in Idaho, collectively managing $648 million, have joined the employee channel of Raymond James. Christine Satterfield and Harry Tharp managed $341 million at Wells Fargo in Boise, Idaho. Satterfield began her career 24 years ago with Merrill ...

Wells Fargo & Co. is expanding its credit-card offerings to compete with rivals, but the push “is just not rocket science,” Chief Executive Charlie Scharf said.  “Our product was uncompetitive,” Scharf said Tuesday at the Goldman Sachs U.S. Financial Services ...

What’s a wirehouse worth? That question was the topic of recent speculation by InvestmentNews senior columnist Bruce Kelly, who came up with a valuation of roughly $20 billion for Wells Fargo Advisors.   A call by Sen. Elizabeth Warren, D-Mass., to ...

Carrie Turcotte and Crystal Walker, whose NorthShore Financial Strategies manages $230 million in Chattanooga, Tennessee, have switched affiliation from Wells Fargo Advisors Financial Network, known as FiNet, to LPL Financial. Turcotte and Walker, who had been with FiNet for almost ...