After a huge fake accounts scandal, the pressure on Wells Fargo's wealth managers to accelerate sales increased significantly. The internal documents of the bank reviewed by Yahoo Finance and interviews with former employees of wealth and investment management division show that the investment management control was transferred from human advisors to robo-advisors.
In 2014 Wells Fargo’s investment “managers” started to be investment “strategists” and investment management was moved to service centres, according to a document analyzed by the website. Wells Fargo also made it clear that investment advisors in the unit keep quiet about the changes.
“As a company, they emphasized sales to such a point that I felt just like the salesmen in ‘Glengarry Glen Ross,’” one employee tells Yahoo Finance, referencing to the David Mamet play and 1992 film about a salesman who was engaged in unethical and illegal acts under high-pressure to make more sales. “The firm made it very clear that we could not discuss the fact that we were no longer managing the portfolios,” one former advisor said to the website. “That remains one of the biggest ongoing secrets kept from wealth management clients to this day.”
So if you think that your hard-earned money is managed by a nice young gentleman or lady at Wells Fargo Wealth Management – think again. And ask the questions.
N.B. We are not sure if this is better or worth. Nothing wrong with robo-advising. Everything is wrong with misrepresentations.
WFC moved above its 50-day moving average on November 18, 2025 date and that indicates a change from a downward trend to an upward trend. In of 43 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are .
The Stochastic Oscillator demonstrated that the ticker has stayed in the oversold zone for 1 day, which means it's wise to expect a price bounce in the near future.
The 10-day moving average for WFC crossed bullishly above the 50-day moving average on October 15, 2025. This indicates that the trend has shifted higher and could be considered a buy signal. In of 17 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where WFC advanced for three days, in of 328 cases, the price rose further within the following month. The odds of a continued upward trend are .
WFC may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In of 290 cases where WFC Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .
The Momentum Indicator moved below the 0 level on November 13, 2025. You may want to consider selling the stock, shorting the stock, or exploring put options on WFC as a result. In of 80 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .
The Moving Average Convergence Divergence Histogram (MACD) for WFC turned negative on November 07, 2025. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 47 similar instances when the indicator turned negative. In of the 47 cases the stock turned lower in the days that followed. This puts the odds of success at .
Following a 3-day decline, the stock is projected to fall further. Considering past instances where WFC declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 26, placing this stock better than average.
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. WFC’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.600) is normal, around the industry mean (1.318). P/E Ratio (13.815) is within average values for comparable stocks, (12.136). Projected Growth (PEG Ratio) (1.486) is also within normal values, averaging (4.405). WFC has a moderately low Dividend Yield (0.020) as compared to the industry average of (0.041). P/S Ratio (3.336) is also within normal values, averaging (3.396).
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
a major bank
Industry MajorBanks