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.
JPMorgan Settles With Advisors Who Jumped to LPL-Affiliated Firm
By Jeff BermanThe temporary restraining order that J.P. Morgan Securities had obtained against the breakaway advisors has been lifted.
August 12, 2021
iCapital Expands Pact With Bridgewater: Tech RoundupAlso, Broadridge onboards UBS onto its distributed ledger repo platform.
August 10, 2021
BofA Co-Worker Charged With Murder of Veteran Merrill Exec Pleads Not GuiltyThe victim, Michelle Avan, was with Merrill for 22 years before becoming head of global women's and underrepresented talent strategy for the bank.
August 10, 2021
Wells Fargo Names Steve Black Chairman as Noski Steps DownCharles Noski became chairman last year after Betsy Duke resigned ahead of a congressional hearing into a series of scandals at the bank.
August 05, 2021
BlackRock, Wells Fargo Delay Return to Office on Delta ConcernsWells Fargo has resumed a rule that employees now working in offices wear masks, regardless of their vaccination status.
July 29, 2021
Wells Fargo Names New Head of Indie Advisor GroupJohn Tyers most recently was the chief growth officer for the fintech firm AdvisorEngine.
July 28, 2021
Merrill Makes Strides on Diversity but Says More Progress Is NeededThe growth of diverse, affluent U.S. households is outpacing that of the general population, according to new research by the firm.
July 27, 2021
'Sketch Guy' Carl Richards Now Has a 'Secret Society' for AdvisorsThe "Behavior Gap" author tells ThinkAdvisor how he's helping advisors thrive in the face of "irreducible uncertainty."