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 Nabs $1.4B Team From Morgan Stanley
By Rob BurgessColorado-based Mason Cisney Alcon Wealth Management Group will join the UBS Mountain West market.
August 26, 2026
Wells Fargo Joins Morgan Stanley in Halting Use of Forbes, Shook Research RankingsOn Tuesday, Shook Research and Forbes announced they had suspended all rankings and events until 2027.
August 25, 2026
Forbes, Shook Research Suspend Rankings, EventsAmid a secret-payment scandal, Shook Research also announced it plans to rebrand.
August 24, 2026
What It Takes to Advise Athletes and Entertainers at UBS"It takes a little more education and effort" to build these relationships, says Adewale Ogunleye, who runs a training program.
August 21, 2026
Morgan Stanley Halts Use of Forbes, Shook RankingsThe move comes after Forbes fired a top editor over a $6 million "gift" from the research firm's founder, RJ Shook.
August 12, 2026
LPL Advisor Must Pay UBS $5.6M Over Promissory Note BreachAn arbitration panel awarded the financial services firm amounts due under the notes, plus interest and attorneys' fees.
August 11, 2026
Morgan Stanley Starts $1.5T Venture for InnovationThe bank plans to work on capital raising, financing, advisory and other related activity in the next decade.
August 11, 2026
11 Best & Worst Broker-Dealers: Q2, 2026Most of the financial services industry's biggest firms topped analysts' profit estimates in the latest quarter.