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.
Wells Fargo Beats Estimates on Wealth, Investment Banking
By Yizhu WangThe bank is reworking its business mix and growing financing for its trading clients in an effort to expand relationships that can bolster future earnings.
July 09, 2026
Recruiting Consultants Launch Wealth Management Talent MarketplaceThe Vested Network aims to address the industry's growing talent crisis, the founders say.
July 08, 2026
A Look at 3 Types of Millionaires in 15 CountriesUBS analyzed the growth of three wealth brackets between $5 million and $100 million.
June 24, 2026
FINRA Ousts Morgan Stanley Broker Fired for Allowing Third-Party Access to Client's AccountJames Fredrick Tighe refused to testify about the allegations, FINRA says.
June 23, 2026
Morgan Stanley Plans $1.3 Billion Tower for Dallas ExpansionThe property is less than a mile from Goldman Sachs' $500 million campus and now includes a seafood restaurant and a defunct gym.
June 22, 2026
Mass Affluent Investors Are Losing Interest in Wealth ManagersThese clients now get "something close to private-banking quality from AI," said Debasish Patnaik, a senior partner at McKinsey.
June 17, 2026
$3.5B Team Leaves UBS; $1.2B Advisor Joins FirmBeacon Coast Partners, which serves UHNW individuals and families, is launching an employee-owned RIA.
June 12, 2026
Merrill to Pay $225K for Not Reporting Client ComplaintsThe firm failed to report thousands of customer issues made through its call and support centers, FINRA finds.