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's Online Forum for Women Proving Popular
By Janet LevauxMorgan Stanley Smith Barney says that its website for women interested in becoming financial advisors has been visited by nearly 30,000 individuals since July...
January 19, 2010
UBS' McCann and His Team: Lots of Merrill Lynch Ex'sFormer Merrill Lynch execs hope to improve results at UBS Americas, which includes about 7,300 advisors.
January 14, 2010
Merrill's Krawcheck on Breakaway Brokers: Just 'Industry Chatter,' Given Low AttritionThe wealth-management executive at BofA says the top-two quintiles of FAs not leaving en masse to join RIA, other channels.
January 13, 2010
2 Veteran Smith Barney FAs Move to Baird Wealth ManagementGroup added more than 100 financial advisors in 2009.
January 13, 2010
FA Retention Bonuses SurgeAs the epic battle for advisors continues, wirehouse firms have been offering generous retention bonuses to keep their existing FAs happy.
January 05, 2010
Wells Fargo's New Deferred Comp: Tied to Net New AssetsBrokers with Wells Fargo Advisors can earn up to 2 percent of total sales in 2010 by meeting certain targets for net new client assets.
January 01, 2010
Morgan Stanley Outlines Exec ShiftsIn early December, Morgan Stanley announced key leadership appointments effective January 1, 2010, when James P. Gorman becomes CEO and president and John J....
January 01, 2010
Better Days Ahead, Says Veteran AnalystEquity analyst Richard Bove of Rochdale Securities closely tracks banks, including Bank of America, Morgan Stanley and Wells Fargo. He recently spoke with Research...