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.
Here's How Much 9 Investment Firm CEOs Were Paid in 2023
By Dinah Wisenberg BrinWe looked at CEO compensation at Wells Fargo, Morgan Stanley, JPMorgan and others.
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.
February 29, 2024
Merrill, Wells Fargo Offer Bitcoin ETFs for ClientsUBS is offering bitcoin ETFs to some clients on an unsolicited basis; Morgan Stanley is reviewing a move to add them to its platform.
February 29, 2024
19 Best & Worst BDs for Recruiting in 2023: ReportAfter a blowout year for advisor moves, here are the winners and losers, according to Diamond Consultants.
February 29, 2024
LPL's Strategic Wealth Channel Lures Billion-Dollar Merrill TeamContinuity Private Wealth is the 40th group to join the channel, aimed at HNW teams wanting greater autonomy.
February 27, 2024
Wells Fargo Names JPMorgan Veteran Its New Vice ChairmanDoug Braunstein's focus will be on expanding the bank's corporate finance and advisory businesses and advising senior management.
February 23, 2024
Wells Fargo Adds Role to Boost Growth in FiNet, First ClearingErik Karanik, who joined the bank in 1990, now leads Independent Solutions for its Wealth & Investment Management unit.
February 22, 2024
Wells Fargo Brokerage Users Report Trading Service OutageWells Fargo online customers reported issues with trading, brokerage and logins.