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.
Carson Strategist's X Account Locked After Sharing Morgan Stanley Chart
By Dinah Wisenberg BrinRyan Detrick and Nicholas Brown, a financial reporter with Stock Trader Network, had their access temporarily suspended.
August 25, 2026
Forbes, Shook Research Suspend Rankings, EventsAmid a secret-payment scandal, Shook Research also announced it plans to rebrand.
August 24, 2026
What It Takes to Advise Athletes and Entertainers at UBS"It takes a little more education and effort" to build these relationships, says Adewale Ogunleye, who runs a training program.
August 21, 2026
Morgan Stanley Halts Use of Forbes, Shook RankingsThe move comes after Forbes fired a top editor over a $6 million "gift" from the research firm's founder, RJ Shook.
August 12, 2026
LPL Advisor Must Pay UBS $5.6M Over Promissory Note BreachAn arbitration panel awarded the financial services firm amounts due under the notes, plus interest and attorneys' fees.
August 11, 2026
Morgan Stanley Starts $1.5T Venture for InnovationThe bank plans to work on capital raising, financing, advisory and other related activity in the next decade.
August 11, 2026
11 Best & Worst Broker-Dealers: Q2, 2026Most of the financial services industry's biggest firms topped analysts' profit estimates in the latest quarter.
August 04, 2026
Edward Jones Freezes $3M Account Under Senior Fraud RuleLarry Williams, 86, balked and moved money to Merrill Lynch, the Dallas Morning News reports.