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.
OpenArc Mega-Team Fires Back at Merrill's Charge of Corporate Raiding
By Dinah Wisenberg BrinA dozen advisors who left the $129 billion Merrill unit suggest the wirehouse had let their division slide.
September 19, 2025
Morgan Stanley to Boost Advisors' Monthly Pay, Reduce Deferred Comp in 2026The change comes as the wirehouse fights a legal battle over its deferred compensation plan.
September 18, 2025
BofA's Moynihan Prepares Candidates for LeadershipThe bank recently elevated several executives to new roles, sparking questions about succession for the longtime CEO.
September 16, 2025
UBS' 2026 Comp Grid Shows Focus on HNW ClientsThe firm is making a substantial number of changes to its advisor compensation strategy.
September 12, 2025
DOL Backs Morgan Stanley on Deferred CompAdvisors who left the wirehouse have argued they're owed millions in deferred compensation.
September 11, 2025
Merrill Wealth Management Launches Lending Group for Advisors, ClientsThe team brings together traditional investments, banking solutions and lending practices, the firm says.
September 04, 2025
Merrill, BofA Private Bank Expand Alts Access for Wealthiest ClientsMore clients are seeking nontraditional investments, a Merrill investment exec says.
September 02, 2025
No Lone Rangers Here: RIA Looks for Team Players to Serve UHNW ClientsNewEdge Capital Group grows its advisor base with an emphasis on finding solutions, partner Ghislain Gouraige maintains.