retail brokerage

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  JPMorgan, Wells Fargo See Double-Digit Q1 Profits but Shares Fall on Low Revenue

  By Joyce Hanson, AdvisorOne  |  April 12, 2013

  JPM and WFC both offset lower profit margins on loans by setting aside less money to cover bad mortgage loans.

• Wirehouses Boost Wealth Results

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  Bank of America reported a 63% drop in net income for the fourth quarter of 2012.

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  Morgan Stanley Bonus Deferment Seen as Warning Shot

  By Janet Levaux, AdvisorOne  |  January 16, 2013

  The plan does not affect financial advisors this year, but could be a sign of things to come industrywide, experts say.

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  Wells Fargo Tops Q4 Estimates, Boosts Advisor Headcount

  By Janet Levaux, AdvisorOne  |  January 11, 2013

  Net income in the fourth quarter rose to $0.91 a share, as sales hit nearly $22 billion at the wirehouse and the number of advisors rose.

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  New Hire Roundup: Peluso Named President of First Clearing; Dyke Moves Up at American College

  By Marlene Y. Satter, AdvisorOne  |  May 30, 2012

  This week in new hires, Wells Fargo Advisors named John Peluso the new president of First Clearing and The American College named Barry James Dyke to the advisory board of the New Northwestern Mutual Granum Center for Financial Security.

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  Wells Fargo’s Peluso Moves From FiNet to Head First Clearing

  By John Sullivan, AdvisorOne  |  May 30, 2012

  Wells Fargo's FiNet announced Tuesday that the firm’s president, John Peluso, has been named president of First Clearing Correspondent Services.

• Major Firms See Assets, Fees Rise in Q1 ‘12 But Post Mixed Results for FA Headcounts

  By Janet Levaux, AdvisorOne  |  May 24, 2012

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  John Peluso: The 2012 IA 25 Extended Profile

  By John Sullivan, AdvisorOne  |  May 4, 2012

  It probably would have been easier just to ask John Peluso what he hasn’t done during his tenure at Wells Fargo.

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  JPMorgan, Wells Fargo Beat Views as Q1 Earnings Season Kicks Off

  By Joyce Hanson, AdvisorOne, Janet Levaux, AdvisorOne  |  April 13, 2012

  The finance sector on Friday launched the first-quarter 2012 earnings season with unexpectedly good results from JPMorgan Chase and Wells Fargo.

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  Breaking Ranks: Former Broker Turns Bomb Thrower

  By Gerald Burstyn  |  February 24, 2012

  Joshua Brown is a reformed broker and thinks you should be one too — or else.