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.
Schwab to Buy Private Share Platform for $660M
By Paige SmithThe firm is acquiring Forge Global Holdings, one week after Morgan Stanley bought rival platform EquityZen.
October 30, 2025
UBS Wealth Unit Sees $9B Outflows in the AmericasGlobal wealth inflows of $38 billion, though, were boosted by a strong Asia performance in the third quarter.
October 29, 2025
Ex-Morgan Stanley Advisors Sue DOL in Deferred Comp Case"The government isn’t supposed to take a side on an issue like this," a lawyer for the advisors says.
October 29, 2025
Morgan Stanley Buys EquityZen in First Deal for CEO Ted PickThe deal will make it easier for Morgan Stanley's wealth clients to invest in private firms.
October 28, 2025
UBS Seeks Broader U.S. Banking License to Boost Wealth BusinessThe firm aims to give wealth clients payment, checking and savings account services, according to a memo.
October 21, 2025
Wells Fargo Advisors' 2026 Comp Plan Boosts Pay for Multi-Gen AccountsThe firm is maintaining the core structure of its compensation plan for the fifth year in a row.
October 20, 2025
Dynasty and Diamond Roll Out Transition Help for $1B Advisor TeamsThe Breakaway Investment Banking Initiative is intended to help elite teams decide on their next move.
October 20, 2025
Morgan Stanley’s Wilson Says Too Early to Give Stocks All-ClearInvestors should stay cautious due to risks tied to trade tensions and slowing earnings revisions, he says.