Wells Fargo Advisors, the bank’s brokerage unit, recruited a former UBS advisor team that oversaw $1.6 billion in assets ...

Round Rock Advisors LLC grew its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 35.5% during the fourth quarter, according to the company in its most recent filing with the Securities and ...

Stock Yards Bank & Trust Co. cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 11.3% in the 4th quarter, HoldingsChannel ...

JPMorgan Chase held essentially steady in its ... In the wealth management and banking division, the number of client advisors dropped slightly from 5,775 in the third quarter of 2024 to 5,755 ...

Those who support UBS believe that the firm’s recent changes, including those in pay, brought the firm in line with its peers ...

teams with the addition of three new financial advisors from JP.Morgan. The Chicago-based firm announced the addition of David Garfin, Kevin Monaco and Jamie Manville Krigbaum, who bring years of ...

BMO has announced the addition of three new financial advisors to BMO U.S. Wealth Management, based in Los Angeles and ...