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.
Wells Fargo's Wealth Unit Names Diversity Chief
By Janet LevauxCharles Nunn joins from JPMorgan and will focus on adding diverse clients and products for Wells Fargo Advisors and related businesses.
August 17, 2021
Next Court Date Set for Suspect in Veteran Merrill Exec's MurderA preliminary hearing for Anthony Duwayne Turner has been set for Sept. 30.
August 13, 2021
Ex-Merrill Broker Gets 3.5 Years in Prison for Defrauding ClientsOne of the swindled clients had received a $5 million settlement for being wrongly convicted of kidnapping and murder.
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.