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.
UBS' 2026 Comp Grid Shows Focus on HNW Clients
By John ManganaroThe firm is making a substantial number of changes to its advisor compensation strategy.
September 04, 2025
Merrill, BofA Private Bank Expand Alts Access for Wealthiest ClientsMore clients are seeking nontraditional investments, a Merrill investment exec says.
September 02, 2025
No Lone Rangers Here: RIA Looks for Team Players to Serve UHNW ClientsNewEdge Capital Group grows its advisor base with an emphasis on finding solutions, partner Ghislain Gouraige maintains.
September 02, 2025
Why Big Firms Are Losing the Hearts and Minds of AdvisorsA shift away from complacency is underway, and it favors advisors aligned with independent RIAs.
August 29, 2025
Wells Fargo Adds Alternatives to Personalized UMAsThe move allows clients to hold traditional and alternative investments in one account, the bank says.
August 28, 2025
Former Merrill, Morgan Stanley Advisors Team Up to Launch Hybrid RIAThe independent firm is launching on the Arkadios Capital platform with more than $2 billion in AUA.
August 27, 2025
Merrill Still Discriminates Against Black Advisor Trainees: LawsuitThey are treated as "unpaid temporary laborers to do the grunt work of gathering assets," a complaint contends.
August 20, 2025
Citi Wealth Head Sieg Faced Conduct Probe by Law Firm: ReportAmong other complaints, Sieg was accused of making a managing director cry, Bloomberg reported.