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.
Wirehouse Performance Takes Divergent Paths
By Janet LevauxWith the latest earnings results, the varied strategies and performance of the remaining -- and transformed -- wirehouse firms are becoming clearer though not...
February 11, 2010
Barclays Wealth Advisors: Focusing on Ultra High Net WorthBarclays Wealth now has 120 advisor teams aimed at clients with at least $10 million in assets.
February 10, 2010
The FA Recruiting Wars Are Far from OverContrary to what some wirehouse executives say, the war for talented financial advisors isn't ending; it's just reconfiguring.
February 04, 2010
Barclays Wealth Building Business on Lehman PlatformBarclays Wealth managing director Mitch Cox, head of the firm's global investment & product office, is leading the firm as it moves into the second...
February 03, 2010
BofA Merrill to Add 2,000 FAs as It Deals with Series of LawsuitsMerrill Lynch's 'thundering herd' now stands at about 15,000 advisors, putting it well behind rival Morgan Stanley Smith Barney with 18,135 advisors.
February 01, 2010
Smith Barney Veteran Joins BairdBaird continues to attract wirehouse advisors, like Dennis Rowland, as it opens new offices nationwide.
February 01, 2010
Morgan Stanley's Online Forum for Women Proving PopularMorgan Stanley Smith Barney says that its website for women interested in becoming financial advisors has been visited by nearly 30,000 individuals since July...
February 01, 2010
UBS Adjusts FA-Recruiting Packages: Pushes Total Bonuses Up to 260-280%Under the leadership of former Merrill Lynch executive Bob McCann, UBS Wealth Management Americas has introduced a new recruiting package. Though UBS' latest recruiting...