The bank filed a complaint in federal court alleging that the former employees resigned earlier this month and have attracted 48 clients with about $59 million in assets.

UBS recruited two teams with over $1 billion in AUM from Wells Fargo and JP Morgan in Miami.

Getting access to online accounts post-death is critical.

The U.S. housing market is 3.8 million homes short of meeting demand, reports the Wall Street Journal. CoStar is buying listing platform Homes.com, according to The Real Deal. These are among today’s must reads from around the commercial real...

J.P. Morgan claims Gabriel Gomez enticed clients with about $2.9 million in managed assets to join him at Wells Fargo, a violation of his employment agreements.

Advisor Lisa Quadrini has departed Wells Fargo for Brandywine Oak Private Wealth, where she worked when it was part of Merrill Lynch.

The mergers, acquisitions and advisor moves you may have missed that were announced the week of April 5–9, 2021.

Advisor Alfredo Garcia decided to move to Snowden Lane after Wells Fargo announced in January it would stop catering to international clients, which make up a majority of his book.

The mergers, acquisitions and advisor moves announced from March 29 to April 2, 2021.

Wells Fargo and Google are planning large-scale returns to the office, while Vox reports that remote work turned out to be “overrated.” Forbes takes an in-depth look at the troubles facing the owners of the American Dream mall. These are among...