Wirehouse Firms
Learn the ins and outs of the wirehouse channel, including news, analysis and more on Bank of America-Merrill, Morgan Stanley, Wells Fargo and UBS.
Wealth Management Needs AI: Raymond James CEO
By Dinah Wisenberg BrinArtificial intelligence tools will help advisors better serve their clients, Paul Shoukry says.
February 27, 2026
Financial Firms' Shares Walloped by More 'Cockroach' Credit Woes, AIThe combination delivered another bruising selloff in shares of banks and asset managers Friday.
February 25, 2026
UBS Names New Head of Field to Boost Advisor SupportThe appointment of Lisa Golia is intended to broaden the global wealth manager's leadership structure.
February 24, 2026
JPMorgan to Cut 120 Jobs in New JerseyThe layoff notice follows several hundred job cuts announced in New Jersey and California in 2025.
February 24, 2026
U.S. Weighs Bank Citizenship-Data Requirements: ReportsThe order, reported by the Wall Street Journal and Semafor, could apply to new clients as well as existing account holders.
February 23, 2026
Merrill to Offer Direct Capital Markets Trading to Ultra-Wealthy ClientsThe new Direct Markets Coverage Group aims to support, not replace, clients' core advisors.
February 20, 2026
Trump Questions Swamp Morgan Stanley Muni WebinarFinancial advisors clamored for a chance to ask what his agenda means for municipal budgets — and the bonds tied to them.
February 19, 2026
Merrill Says Dynasty Reneged On Arbitrating Dispute Over Mega-TeamMerrill has accused Dynasty, Schwab and former senior employees of raiding a $129 billion unit to start an RIA.