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.
12 Biggest U.S. Banks in 2023
By Michael S. FischerSeveral of them — JPMorgan Chase, Wells Fargo and Citigroup — will report their first quarter earnings on Friday.
April 02, 2024
Sanctuary Wealth Adds $700M Merrill DuoThe two advisors are based in Greensboro, N.C., and focus on serving wealthy families, executives and business owners.
April 02, 2024
UBS Plans $2B of Share BuybacksSince closing its takeover of Credit Suisse, the wirehouse has outlined targets for the integration, including $13 billion in cost savings.
March 28, 2024
UBS Pays CEO $15.9MSergio Ermotti returned to the post last April, after the bank said it was rescuing its former rival Credit Suisse.
March 26, 2024
Here's How Much 9 Investment Firm CEOs Were Paid in 2023We looked at CEO compensation at Wells Fargo, Morgan Stanley, JPMorgan and others.
March 21, 2024
Best & Worst Full-Service Wealth Management Firms Ranked by Investors — J.D. Power, 2024Overall investor satisfaction is up, but affluent millennials are getting antsy, the annual survey found.
March 12, 2024
UBS Catch-Up on U.S. Wealth Market Will Take Time: ErmottiThe Swiss bank plans to use parts of Credit Suisse's more muscular investment bank to serve its wealth management clients.
March 04, 2024
Morgan Stanley Offers Pre-IPO Trading to Wealth ClientsThe Private Markets Transaction Desk will help clients invest in the opaque market for private shares.