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.
LPL, Raymond James Grab Wirehouse Reps: Recruiting Roundup
By Janet LevauxThe rival broker-dealers pick up advisors from Wells Fargo and UBS; LPL adds eight FAs from Advisor Group.
January 22, 2020
What's Behind the Wirehouse Headcount Drop?Recruiters discuss whether Merrill, Morgan Stanley, UBS and Wells Fargo are losing due to their own issues or to industry trends.
January 22, 2020
Top Women in WealthTech for 2020This is the second year of our recognition program, which highlights the careers of 15 female leaders of innovation.
January 22, 2020
Could Financial Advisory Revenue Triple in the Next Decade?That's the prediction of advisor-client matchmaking service Zoe Financial. Here's why they see such strong growth.
January 22, 2020
Janney Nabs $335M Team of Women From Morgan StanleyThe Dupre Keating Group includes four advisors and a client associate working in Pennsylvania and Delaware.
January 21, 2020
How a Shortage of Black Execs Hurts Wealth Management"Until we see changes at the top, it is all [just] talk," longtime advisor Zaneilia Harris tells ThinkAdvisor.
January 17, 2020
UBS Nabs $10.8B Merrill TeamThe 17-member Wickham Cash Partners team, which has yearly production of about $17 million, is based in North Carolina.
January 16, 2020
Big Banks Reap $32B Windfall From Trump Tax Cuts: ReportBank of America, JPMorgan, Wells Fargo and others paid 18% in taxes vs. about 30% two years ago, Bloomberg says.