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.
November 04, 2009
UBS Down 680 FAs in Q3After selling some 380 advisors to Stifel Nicolaus, UBS Americas now has 7,286 advisors in its ranks as of September 30, 2009.
November 02, 2009
RJ Recruits 750-Plus FAsRaymond James Financial has more than 5,300 financial advisors as of September 30, 2009.
November 01, 2009
'Time for Something Real' at the Wirehouses, Says Industry ConsultantTiburon Strategic Advisors, led by Chip Roame, just wrapped up its 17th semi-annual Tiburon CEO Summit in mid-October in San Francisco. (It will host...
November 01, 2009
Raymond James Hosts Women FAs; Shares Growth Story(Saint Petersburg, Fla.) Raymond James hosted its 15th annual Women's Symposium from September 30- October 2 with about 100 of its 640 female advisors...
November 01, 2009
Robert McCann Goes to UBS as Merrill Lynch Re-Launches BrandAfter several months of speculation and a legal dispute with his former employer, Bank of America-Merrill Lynch, Robert J. McCann is now CEO of...
October 21, 2009
Five Questions for a Top Executive RecruiterA conversation on trends in advisor recruiting with Danny Sarch, president of Leitner Sarch Consultants.
October 07, 2009
Merrill 'Bringing Back the Bull,' Says Sallie KrawcheckBank of America re-introduces Merrill Lynch in major ad campaign, cites "the importance of culture."
October 01, 2009
Gorman Tapped as Morgan Stanley CEOMorgan Stanley's Board of Directors has announced that Co-President James P. Gorman will become the firm's CEO, effective January 1, 2010, while Chairman and CEO...
October 01, 2009
McCann, BofA in Legal DisputeLawyers for Bank of America and former Merrill Lynch & Co brokerage chief Robert McCann have reportedly been in talks to resolve his lawsuit...
October 01, 2009
$800 Billion to Move, According to CerulliWirehouses are set to lose the most clients, while RIAs and dually registered advisors will be the greatest recipients, according to the research firm's latest...