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.
Morgan Stanley Taps Partner to Offer Crypto to E-Trade Clients
By Hannah LevittThe firm plans to launch an asset allocation strategy around crypto in the coming weeks.
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.
September 02, 2025
Why Big Firms Are Losing the Hearts and Minds of AdvisorsA shift away from complacency is underway, and it favors advisors aligned with independent RIAs.
August 29, 2025
Wells Fargo Adds Alternatives to Personalized UMAsThe move allows clients to hold traditional and alternative investments in one account, the bank says.