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.
Hybrid Remains the Most Popular Advisor Channel: AdvizorPro
By Dinah Wisenberg BrinAbout 31% of wirehouse advisors are women, versus 19% of independent RIAs, a new report finds.
July 15, 2026
Morgan Stanley Hauled in Billions of Wealth Assets From IPOsOverall, the wirehouse's wealth management business had $148 billion of net new assets in the second quarter.
July 09, 2026
Best & Worst Firms for Advisor Satisfaction: JD Power, 2026Advisors with effective AI tools at work report higher satisfaction and more loyalty to their current firm.
July 09, 2026
Recruiting Consultants Launch Wealth Management Talent MarketplaceThe Vested Network aims to address the industry's growing talent crisis, the founders say.
July 08, 2026
A Look at 3 Types of Millionaires in 15 CountriesUBS analyzed the growth of three wealth brackets between $5 million and $100 million.
June 24, 2026
FINRA Ousts Morgan Stanley Broker Fired for Allowing Third-Party Access to Client's AccountJames Fredrick Tighe refused to testify about the allegations, FINRA says.
June 23, 2026
Morgan Stanley Plans $1.3 Billion Tower for Dallas ExpansionThe property is less than a mile from Goldman Sachs' $500 million campus and now includes a seafood restaurant and a defunct gym.
June 22, 2026
Mass Affluent Investors Are Losing Interest in Wealth ManagersThese clients now get "something close to private-banking quality from AI," said Debasish Patnaik, a senior partner at McKinsey.