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.
11 Predictions for Advisor Movement in 2026
By Michael S. FischerDiamond Consultants expects at least one big-name acquisition this year.
March 19, 2026
JPMorgan Taps Dwyane Wade, Tom Brady to Help Guide Athletes' Financial LivesWade chairs the new nine-member "athlete council."
March 17, 2026
Surgeon Says Morgan Stanley Mismanaged His Retirement AccountHe and his wife are seeking several million dollars in a lawsuit, alleging professional negligence and financial elder abuse.
March 17, 2026
Dynasty Argues It Can't Be Forced to Arbitrate Merrill Raid CaseDynasty disputes Merrill's contention it agreed to arbitration.
March 16, 2026
BofA Agrees to Settle Claims It Aided Epstein Sex CrimesThe suit mainly focused on accounts allegedly used by "his co-conspirators, associates and victims."
March 13, 2026
Ex-Merrill Advisor Gets Annuity Complaint ExpungedThree FINRA arbitrators said the customers "often made spurious complaints and quickly withdrew or dropped them."
March 12, 2026
Morgan Stanley, Asset Manager Shares Fall After Redemption CapsMorgan Stanley shares fell by as much as 5%, after the bank limited withdrawals from one of its private credit funds.
March 09, 2026
Ex-Morgan Stanley Rep Impeded Investigation: FINRAThe regulator was probing James Fredrick Tighe's firing over unauthorized transfers from a client account.