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.
Morgan Stanley Debuts Bitcoin ETF as Price Slump Rattles Holders
By Isabelle LeeIt joins 10-plus spot-Bitcoin ETFs that launched over the past two years and collectively command over $85 billion in assets.
March 28, 2026
BofA to Pay $72.5M to Settle Epstein Victim LawsuitAccording to the suit, Apollo Global co-founder Leon Black used the bank's accounts to transfer $170 million to Epstein.
March 27, 2026
Morgan Stanley Gets FINRA Waiver From Disqualification After $15M SEC SettlementThe regulator approved the firm's request to remain an industry member; LPL received a waiver in January.
March 26, 2026
BofA, Merrill Roll Out AI Tech for Advisor-Client MeetingsThe program provides prep materials, summaries and next steps, potentially saving advisors hours per meeting.
March 25, 2026
10 Predictions for Advisor Movement in 2026Diamond Consultants expects at least one big-name acquisition this year.
March 20, 2026
UBS Gets Final Nod for U.S. Bank License Amid Growth PushThe wirehouse is planning to expand offerings for wealth clients to include payments, checking and savings account services.
March 19, 2026
Advisors, Not Firms, Hold the Power Now, Consultant Says"Employee models are losing the wealth management war," William Trout of Datos Insights argues.
March 19, 2026
JPMorgan Taps Dwyane Wade, Tom Brady to Help Guide Athletes' Financial LivesWade chairs the new nine-member "athlete council."