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.
Two More MSSB Advisors Move; Baird Adds Them in Arizona
By Janet LevauxThe firm has added 22 FAs since the beginning of 2010, giving it a total of 650 advisors nationwide in its private wealth group.
March 19, 2010
UBS Set to Hold Confidence Vote; Will Be Part of Next Shareholders' MeetingAfter an extended delay, shareholders will vote on the performance of the board in 2007, 2008 and 2009.
March 09, 2010
Morgan Stanley Hires Citi Exec; Shedlin to Boost Investment BankingGary Shedlin joined Citigroup in 2004 and has had several high-profile banking assignments since then, including work for BlackRock.
March 04, 2010
UBS Makes More Exec Shifts: Appoints New Private Wealth COOThese changes come after former Merrill Lynch executive Robert McCann became head of Wealth Management Americas in October 2009.
March 01, 2010
Editor's Note: A Word Not From Our SponsorsDuring Tom Bradley's welcoming speech at the 14th annual TD Ameritrade Institutional conference last month, the ebullient Mr. Bradley was waxing on about certain (to...
March 01, 2010
Wirehouse Performance Takes Divergent PathsWith the latest earnings results, the varied strategies and performance of the remaining -- and transformed -- wirehouse firms are becoming clearer though not...
February 19, 2010
Morgan Stanley Exec Leaving Post as Head of New York City FAsJimmy Tighe had been with Citi for 16 years; reportedly may join BofA-Merrill.
February 17, 2010
HighTower Attracts Another Wirehouse Team; Aims to Grow AUM to $50 Mn.HighTower has just recruited the Strata Group, which manages some $500 million in assets, from Morgan Stanley Smith Barney.