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.

UBS Names Wealth Co-Heads in Management Shakeup

May 30, 2024

UBS Names Wealth Co-Heads in Management Shakeup
Merrill Employee Error Causes Walmart 401(k) Data Breach

May 29, 2024

Merrill Employee Error Causes Walmart 401(k) Data Breach
Merrill Settles Racial Discrimination Suit for Nearly $20M

May 29, 2024

Merrill Settles Racial Discrimination Suit for Nearly $20M
LPL Adds $4.6B Lincoln Team, $705M Merrill Duo

May 23, 2024

LPL Adds $4.6B Lincoln Team, $705M Merrill Duo
Gorman to Step Down as Morgan Stanley Chairman at Year-End

May 23, 2024

Gorman to Step Down as Morgan Stanley Chairman at Year-End
Best & Worst Broker-Dealers: Q1 Earnings, 2024

May 22, 2024

Best & Worst Broker-Dealers: Q1 Earnings, 2024
UBS Considering U.S. CEO Role in Strategic Revamp

May 16, 2024

UBS Considering U.S. CEO Role in Strategic Revamp
More Advisors Plan to Recommend Crypto: Survey

May 14, 2024

More Advisors Plan to Recommend Crypto: Survey
JPMorgan, RBC Grab Merrill Teams With $30B in Assets

May 14, 2024

JPMorgan, RBC Grab Merrill Teams With $30B in Assets
Merrill Lynch to Pay $825K Over Best Execution Issues

May 10, 2024

Merrill Lynch to Pay $825K Over Best Execution Issues