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 Rehires Branch Manager From Morgan Stanley
By Janet LevauxMichael Casey returns to the Thundering Herd after six years at rival wirehouses.
April 03, 2015
Merrill Adds Janney Advisor, Ameriprise Picks Up 3 RepsThe advisors come on board the two firms in Pennsylvania, Texas, Florida and New York.
April 02, 2015
UBS Rolls Out 5-Year Succession ProgramThe plan gives retiring reps the chance to earn 230% of yearly fees and commissions and, partnering reps can get a 5% bonus.
April 02, 2015
Morgan Stanley Boosted Gorman’s Pay 25% for 2014James Gorman received $22.5 million for his performance last year, but a few other CEOs earned even more.
April 01, 2015
Ex-NFL Star Sues BofA for $20MDwight Freeney, a former Colts and Chargers player, accuses the bank of getting him caught up in a con game.
April 01, 2015
Wells Adds 5 Reps as Raymond James Grabs One of Its FAsIn other news, U.S. Trust shares the names of its latest recruits, and two divorce-focused groups merge.
March 31, 2015
Women’s Networks Boost Profits: FWASuccessful womens internal networks help their firms engage female clients and close business deals, a survey by the Financial Women's Association found.
March 24, 2015
Wall Street’s 15 Biggest Spenders on Lobbying in WashingtonWall Street banks, financial services firms and trade associations spent $1.4 billion in the 2013-2014 election cycle, according to Americans for Financial Reform.