NEW YORK--(BUSINESS WIRE)--Wells Fargo & Company (NYSE: WFC) today announced Michael Liersch as the head of Advice and Growth Strategies for Private Wealth Management, a division of Wealth ...

As baby-boomer business owners ponder the future of their companies, a great wealth transfer looms. That has Wells Fargo sharpening its focus on the opportunity to serve those business owners ...

Historically high estate and gift tax exemptions have created supportive elements for tax-efficient wealth transfer ... specific situation and goals. Wells Fargo & Company and its affiliates ...

Advisors have left in droves amid complaints of flip-flopping by Wells Fargo's leaders and ... of clients looking to transfer assets to other institutions. Wealth advisors also became more limited ...

Wells Fargo ... senior role in its wealth and investment management division, which includes Wells Fargo Advisors. "We are at a pivotal point in delivering on our growth strategy, with new ...

In a belated push to catch up to other wealth managers with sophisticated digital tools for investors, Wells Fargo is taking a ... an ongoing intergenerational transfer of $84 trillion, reported ...

CHARLOTTE — Wells Fargo & Co., one of the Charlotte area’s largest mortgage lenders, has outlined its strategy on how the ... now primarily focus on its wealth management customers as well ...