Wells Fargo’s conference call earlier this month to discuss the bank’s fourth-quarter earnings amounted to a mea culpa for new chief executive Charles Scharf.
In his first earnings report since joining Wells Fargo in October, Mr. Scharf acknowledged the problems that have been dra
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"For a conference billing itself as the future and inclusive to all, this was the opposite and seemed tone-deaf,' says one person who attended the concert.
The rule allowing such inspections is due to expire at the end of this year, but Finra has asked to delay the expiration until June 30.
Its plan, which will be rolled out in 2024, is the seventh state auto-IRA to partner with the digital record keeper.
In its second year, the beachside conference attracted almost 3,000 attendees, nearly double last year’s attendance.
The executives, all of whom are joining from other firms, will complement TIAA's current staff 'to help clients prepare for retirement and reach their financial goals,' an executive says.
