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.
SEC Kicks Off Review of Rules Governing Executive Pay and Perks
By Lydia BeyoudIt may overhaul rules affecting the disclosures of compensation, including bonus clawbacks.
May 30, 2025
Merrill Picks Up 6 Advisors From Rival WirehousesThe reps worked with combined assets of over $1 billion while at Morgan Stanley, UBS and Wells Fargo.
May 29, 2025
At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy ClientsPublic schoolteacher turned executive director Charline Burgess prepares the next generation to be stewards of great wealth.
May 28, 2025
Cantor Fitzgerald Agrees to Buy UBS Hedge Fund UnitThe deal includes O’Connor’s six investment strategies, which have about $11 billion in assets.
May 27, 2025
UBS Client Can’t Sue Bank Over Broker’s Alleged Affair With WifeBut the client can sue the broker, a New York judge ruled.
May 16, 2025
5 Misconceptions About Going IndependentThe move may seem like a leap into the unknown but can create clarity, control and long-term value.
May 12, 2025
Why Fewer Young People Are Becoming Financial AdvisorsThe advice business "has become a harder nut to crack" as fees keep falling, says recruiter Bill Willis.
May 09, 2025
UBS in Talks to Sell Hedge Fund Unit to Cantor FitzgeraldUBS seeks to trim riskier businesses as it faces extra capital requirements of as much as $25 billion.