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.
Alex. Brown Adds Advisors Managing Over $1B From Wells Fargo, Avanza
By Jeff BermanThe advisors join the Raymond James division's offices in Miami and New York as Alex. Brown continues to expand in those markets.
September 07, 2021
Wall Street Is Back — Just Not the Way Execs Had HopedWall Street's five largest banks aim to stick by plans to open buildings to more staff, but smaller rivals have balked.
September 03, 2021
FINRA Bars Ex-Merrill Rep Who Received COVID Disaster LoanThe ex-broker was terminated by Merrill after he refused to produce documents it requested while investigating whether he improperly applied for an EIDL.
September 02, 2021
Wells Fargo Pushes Back Its Return to OfficeThe bank will now begin bringing back staffers who have been working remotely starting Oct. 18.
September 02, 2021
Snappy Kraken Delays JOLT Conference: Tech RoundupMeanwhile, the UBS Investment Bank has given new funding to the Lynk AI-driven platform.
August 31, 2021
Wall Street Vaccination Policies: What 9 Firms Are RequiringUpdated CDC guidance and rising infection rates due to the delta variant have prompted more firms to institute mandates.
August 26, 2021
Wells Fargo's Wealth Unit Names Diversity ChiefCharles Nunn joins from JPMorgan and will focus on adding diverse clients and products for Wells Fargo Advisors and related businesses.
August 26, 2021
12 Best Cities for Financial Advisors to Start a Career: 2021These cities have high average advisor pay and lots of potential clients, according to SmartAsset.