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.
5 Misconceptions About Going Independent
By Robert B. TamarkinThe move may seem like a leap into the unknown but can create clarity, control and long-term value.
May 06, 2025
UBS Will Pay $511M to End Credit Suisse U.S. Tax ProbeA bank unit pleaded guilty to conspiring to help clients hide over $4 billion from the IRS.
May 02, 2025
Morgan Stanley Targets College Sports Stars With New PartnershipThe firm is working with TheLinkU to help athletes learn from and obtain access to Morgan Stanley advisors.
April 30, 2025
Morgan Stanley Offers PE Fund for Wider Swath of MillionairesIt will initially be available only to Morgan Stanley clients, with plans to open it more broadly.
April 23, 2025
E-Trade Launches 5 No-Fee Index FundsThe new products are being offered exclusively to the brokerage's self-directed investor clients.
April 17, 2025
How Opening a Morgan Stanley Account Led to a Fraud ArrestThe firm alerted authorities after a Georgia man tried to deposit $32.5 million into a brokerage account, prosecutors allege.
April 08, 2025
Raymond James Adds 3 Teams With $2B in AssetsThe employee advisors joined the firm recently from Merrill, Morgan Stanley and RBC.
April 03, 2025
Wells Fargo Advisors Nabs LPL Recruiting ExecFarhad Firoozi joined the wirehouse on Tuesday and will focus on growing its independent advisor channel.