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.
FINRA Bars Ex-Morgan Stanley Rep Fired for Recommending Unapproved Investments
By Melanie WaddellEric Brian Kleiner also failed to fully disclose an outside investment, according to the regulator's order.
November 05, 2025
Wall Street Bonuses Projected to Jump for Second Straight YearStrong demand for wealth management could boost incentive pay by as much as 10% in 2025.
November 03, 2025
BofA CEO to Face Investors With the Worst Returns on Wall Street"The pressure is on," given how the bank has been performing against its competitors, said bank analyst Mike Mayo.
October 30, 2025
UBS Wealth Unit Sees $9B Outflows in the AmericasGlobal wealth inflows of $38 billion, though, were boosted by a strong Asia performance in the third quarter.
October 29, 2025
Ex-Morgan Stanley Advisors Sue DOL in Deferred Comp Case"The government isn’t supposed to take a side on an issue like this," a lawyer for the advisors says.
October 29, 2025
Morgan Stanley Buys EquityZen in First Deal for CEO Ted PickThe deal will make it easier for Morgan Stanley's wealth clients to invest in private firms.
October 28, 2025
UBS Seeks Broader U.S. Banking License to Boost Wealth BusinessThe firm aims to give wealth clients payment, checking and savings account services, according to a memo.
October 21, 2025
Wells Fargo Advisors' 2026 Comp Plan Boosts Pay for Multi-Gen AccountsThe firm is maintaining the core structure of its compensation plan for the fifth year in a row.