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.
4 Years After BofA Exec's Killing, Ex-Banker Charged With Her Murder Stands Trial
By Dinah Wisenberg BrinThe trial of Anthony Duwayne Turner, who could face the death penalty if convicted, is in its fourth week.
July 24, 2025
UBS Ditches BlackRock’s Aladdin PlatformThe bank ended the agreement earlier this year and is moving key elements onto its own systems.
July 23, 2025
Morgan Stanley Faces FINRA Probe on Client Vetting: WSJThe probe includes a request for information on U.S. and international clients of the firm’s wealth unit.
July 18, 2025
Rockefeller Recruits $2B UBS Team in New YorkThe Entrepreneur Group is led by Emily Kramer Rubin, Kenneth Shapiro and Thomas Livaccari.
July 14, 2025
Morgan Stanley, Goldman and Wells Fargo to Settle $120M LawsuitThe trio helped Bill Hwang’s $36 billion family office place massive bets on stocks.
July 10, 2025
Merrill Ordered to Pay Clients Nearly $3.7M Over PE Investments“This is the largest FINRA customer award against Merrill Lynch this decade," the clients' lawyer said.
July 09, 2025
Ex-Merrill Advisor Accused of Stealing Nearly $2.6M From Retired Miami DolphinIsaiah T. Williams Jr. was arrested and released on a $1 million bond.
June 27, 2025
Wells Fargo to Cut Nearly 200 Jobs in North CarolinaThe banking giant has announced layoffs in several U.S. locations this year.