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.
Merrill Adds $750M Ex-Barclays Group in Houston
By Janet LevauxThe group was part of Lehman Brothers until 2008.
June 22, 2015
LPL Names New Head of Client ServicesThe news follows several other executive shifts at the independent broker-dealer.
June 15, 2015
Baird Nabs $1B Ex-Wells Fargo GroupSix advisors come on board in Wichita, Kansas, with nearly $5.5 million in yearly fees and commissions.
June 09, 2015
Raymond James Adds $400M Merrill Team in CincinnatiThe duo has about $2 million in production and joins the employee advisor channel.
June 05, 2015
Focus Financial Obtains $1B for GrowthThe credit facility is available to all Focus firms and will fund programs to support efforts to go independent and plan for succession.
June 04, 2015
LPL Adds Teams From Morgan Stanley, Lincoln; Merrill Grabs Ex-UBS DuoThe indie broker-dealer should bring in about $600 million in new assets and the wirehouse about $300 million.
June 04, 2015
4 Signs the Wirehouse Team Ain’t Movin’There are some easy ways to probe the real intentions of advisors who say they want to go independent.
June 03, 2015
Wells Fargo, Hearsay Social Roll Out New Tech ToolsThe wirehouse boosts reps' tablet power, while the social media tech firm introduces a "universal" supervision solution.