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.
Dynasty Adds $420M Morgan Stanley Team
By Ginger SzalaShoreHaven Wealth Partners includes a father and son duo and others who serve a multi-generational client base.
July 17, 2020
$680M Team Jumps From Morgan Stanley to StifelThe news follows Stifel's efforts to recruit teams from Merrill and Wells Fargo across the U.S.
July 16, 2020
FINRA May Modify Rulebook, Supervision in Light of VirusFINRA is considering the regulatory implications of a wave of brokers continuing remote work after the pandemic.
July 16, 2020
Merrill vs. Morgan Stanley: An Earnings-Season Tale of Two WirehousesAfter a bumpy quarter, the two firms painted very different earnings pictures.
July 15, 2020
$500M Female Team Exits Morgan Stanley to Join RIAKansas-based Bowersock Capital Partners adds to the RIA's $10 billion in assets.
July 14, 2020
Senator Calls for Hearing on New DOL Fiduciary RuleLabor "should consider a tripartite hearing that would also include the SEC," Sen. Patty Murray said.
July 14, 2020
Wells Fargo Reports Loss, Vows to Cut $10B"This cannot continue," CEO Charlie Scharf said.
July 13, 2020
SEC Issues Ransomware AlertAttempts to penetrate financial institution networks through phishing and ransomware are on the rise.