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.
The Top-Ranked Advisor Teams in America
By Ellen UzelacBarron's "The Top 1,000 Advisers" recognizes the best financial advisors in the business. As always, Research joins in congratulating all the winners and this year...
August 01, 2009
UBS-U.S. Settling Tax CaseWhile UBS is likely to stay focused on such clients and its private-banking operations, its broader brokerage operations could be further spun-off in the near few years.
August 01, 2009
MS-SB Makes Push for More Female FAsMorgan Stanley Smith Barney says it has launched the Women Financial Advisors Forum online for women interested in becoming financial advisors at Morgan Stanley Smith...
August 01, 2009
Merrill Lynch/Capgemini '09 Report: Time for FAs to 'Demonstrate Value'According to the "2009 World Wealth Report" issued recently by Merrill Lynch Global Wealth Management and Capgemini, a global consulting services firm, the economic downturn...
July 29, 2009
Measuring Full-Service Firms, AdvisorsThe latest J.D. Power and Associates study finds that investors are citing satisfaction with their advisor as the top factor in their overall investment experience.
July 28, 2009
Morgan Stanley Smith Barney, Nationwide Launch Select Retirement UMA ProgramMorgan Stanley Smith Barney has introduced Select Retirement, an optional income protection feature that is specially designed to augment the Select UMA unified managed account...
July 27, 2009
Citigroup Makes Further Changes To Its Board of DirectorsCitigroup's board of directors now includes three new outside directors, a new non-executive chair for Citibank, N.A., a new oversight committee for Citi Holdings and...
July 22, 2009
Wells Fargo-Wachovia Shares Joint Results; Says FA Inflows, Sales, Recruiting 'Strong'The combined firm notes that it continues to experience robust broker recruiting - and says financial advisors hired this year are 60 percent more productive than those who have left the firm.