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.
Orion Selects Docupace for Automation: Tech Roundup
By Jeff BermanAlso, Gentreo's next-generation estate planning software was among the pitches at Morgan Stanley's Demo Day.
February 15, 2023
Merrill Launches Virtual Video Studio for AdvisorsAdvisors can use the new tool to create content and connect with clients and prospects at scale.
February 15, 2023
Wells Fargo Advisors Cuts Divisions to 4 From 7The reorganization will help the firm execute more consistently and "power our growth," says WFA head Sol Gindi.
February 07, 2023
Ex-LPL, Wells Fargo Rep Pleads Guilty to Stealing $600K From ClientsThe now-barred broker used clients' money to fund gambling and personal expenses, according to the Justice Department.
February 06, 2023
Ex-Wells Fargo Advisor Alleged Rape by Co-Worker, Faced Retaliation: LawsuitThe advisor sued Wells Fargo, saying her clients were reassigned after she reported the incident.
February 03, 2023
Merger to Create $73B Alternative Investment FirmFS Investments and Portfolio Advisors did not immediately disclose the financial terms of their deal.
February 02, 2023
Wells Fargo Hit With Defamation Suit Over Fake Accounts ScandalA former regional president says the bank fired her, falsely blaming her for the scandal.
January 31, 2023
Gavin Spitzner Dies at 57The Wealth Consulting Partners president had been fighting acute myeloid leukemia since being diagnosed with it in September.