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.
'Time for Something Real' at the Wirehouses, Says Industry Consultant
By Janet LevauxTiburon 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...
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
Citi to Sell Smith Barney StakeCitigroup CEO Vikram Pandit has confirmed that the bank expects to eventually sell the remaining stake in its Smith Barney brokerage venture.
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...
October 01, 2009
High-End ServiceOpus Group at Morgan Stanley Smith Barney; San Francisco; AUM: $4 billion. Grant W. Lee, DIRECTOR of WEALTH MANAGEMENT, SENIOR INSTITUTIONAL CONSULTANT, CORPORATE CLIENT GROUP DIRECTOR. Tony daRoza,...