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.
What UBS' Credit Suisse Deal Means for Advisor Recruiting
By Jeff BermanThe acquisition is expected to create a business with over $5 trillion in total invested assets.
March 16, 2023
FINRA Plans New Branch Inspection, Home Office RulesFINRA plans to issue new remote supervision proposals and have another comment period, CEO Robert Cook said.
March 16, 2023
First Republic Set to Get $30B of Deposits in RescueBanks including JPMorgan, BofA, Wells Fargo, Morgan Stanley and Citigroup are part of the talks.
March 16, 2023
First Republic Goes From Wall Street Raider to Rescue Target in DaysIt's a stunning turn of events for the bank, which built a wealth management franchise with about $271 billion in assets.
March 15, 2023
Swiss Government Holds Talks on Options to Stabilize Credit SuisseOne long-shot idea is a tie-up with larger Swiss rival UBS Group, said people familiar with the matter.
March 14, 2023
Morgan Stanley Readies OpenAI GPT-4 Offering for AdvisorsThe wirehouse is developing a service to provide its advisors with content and insights, with more applications to follow.
March 14, 2023
Next Hearing Set for Ex-Broker Charged With Murder of BofA-Merrill ExecThe next setting date for a preliminary hearing for Anthony Duwayne Turner is April 3.
March 13, 2023
Will First Republic Advisors Flee to Bigger Firms?First Republic advisors are getting calls from rivals as SVB's failure shakes their firm, a lawyer says.