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.
STOXX Launches AI Index Based On AI Algorithm: Portfolio Products
By Emily ZulzIn other product news, Amplify ETFs launched a blockchain-based ETF.
January 25, 2018
BofA Plans to Restrict Pay Conversations During Job InterviewsThe change is intended to help close the gap between what women and minorities earn compared to men.
January 25, 2018
Securities America Adds 50 Advisors with $2B in Assets: Recruiting RoundupMeanwhile, Focus Financial, Wells Fargo, Ameriprise, Janney and HighTower share their latest hiring news
January 22, 2018
Broker Protocol Gets New AdministratorThe news comes about three months after questions were raised over law firm's handling of Morgan Stanley information.
January 22, 2018
Wells Fargo, Ending Appeal, Settles Whistleblower’s Retaliation CaseThe former branch manager claimed she was fired for blowing the whistle on employees who had been opening accounts without permission.
January 22, 2018
Kestra Taps New COO From Wells FargoKris Chester spent the last 18 years at Wells Fargo Bank before joining the independent advisor platform.
January 22, 2018
UBS to Merge US, Global Wealth Units"An integrated business is the future!" says wealth management consultant Chip Roame.
January 22, 2018
How Advisors Can Use Tech to Serve Aging Clients: MIT AgeLabTech-driven longevity solutions will be a key way for advisors to differentiate themselves while helping clients age more independently.