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.
Edward Jones Freezes $3M Account Under Senior Fraud Rule
By Melanie WaddellLarry Williams, 86, balked and moved money to Merrill Lynch, the Dallas Morning News reports.
July 30, 2026
Merrill Nabs $13B Team From Morgan StanleyThe 14-member group will join Merrill's Private Wealth Management office in Boston.
July 29, 2026
UBS Starts $3B Buyback Plan on Strong Q2 ResultsIts Americas wealth business posted net inflows of $1 billion, even after a $10 billion outflow related to the U.S. tax season.
July 21, 2026
Hybrid Remains the Most Popular Advisor Channel: AdvizorProAbout 31% of wirehouse advisors are women, versus 19% of independent RIAs, a new report finds.
July 15, 2026
Wells Fargo Adds AI-Powered Support for AdvisorsThe embedded solution intends to streamline how advisors, client associates and support teams access information and complete everyday work.
July 15, 2026
Wells Fargo Beats Estimates on Wealth, Investment BankingThe bank is reworking its business mix and growing financing for its trading clients in an effort to expand relationships that can bolster future earnings.
July 15, 2026
Morgan Stanley Hauled in Billions of Wealth Assets From IPOsOverall, the wirehouse's wealth management business had $148 billion of net new assets in the second quarter.
July 09, 2026
Best & Worst Firms for Advisor Satisfaction: JD Power, 2026Advisors with effective AI tools at work report higher satisfaction and more loyalty to their current firm.