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.
Shook Rebrands, Raising Questions
By Rob BurgessThe rankings, which were halted in the fallout of a secret $6 million payment to a Forbes editor, will resume later this year.
October 14, 2026
Treasury Fines BofA $1.2B Over AML ViolationsThe banking giant faces the third-largest penalty in the department's history.
October 08, 2026
Wirehouse Recruiting Winners and Losers: 5 Trends in 2026Two firms bled advisors, while two posted net gains in the first half of the year, according to Diamond Consultants.
October 02, 2026
Merrill Agrees to $39M Settlement in Cash Sweeps SuitMerrill Edge failed to pay reasonable interest rates on uninvested cash, plaintiffs argued.
October 01, 2026
$1.3B UBS Team Moves to FiNetThe Ohio-based firm joins the Wells Fargo indie channel's Ascend Advisory Group.
September 28, 2026
How AI Accelerates Growth for Forward-Thinking FirmsThere are two key drivers of above-average growth, and AI helps both, Envestnet exec Jonathan Linstra says.
September 28, 2026
NewEdge Nabs $1.25B Minnesota Team From UBSNewEdge Wealth now has more than 70 advisors serving UHNW clients across 22 locations.
September 24, 2026
UBS Keeps Grid Steady, Adds Incentives in 2027 Comp PlanThe announcement comes after Morgan Stanley said it would raise its revenue hurdles by 10%.