Merrill Lynch wealth managers ditch Thomson Reuters for Factset

This expanded relationship with one of the largest wealth managers in the world highlights the continued growth of FactSet's Wealth Management business and reaffirms FactSet's strategy of delivering enterprise solutions across the entire wealth


At Wells Fargo Wealth, Goals Triggered Trouble

The Journal also reports that investigations by the Justice Department and SEC were triggered by a letter sent last September from four Wells Fargo financial advisors in Arizona