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.
What Comes After the CFP? This Industry Group Offers an Answer
By Timothy WelshThe Investments and Wealth Institute says its advanced certifications for HNW advisors are in high demand.
April 11, 2024
12 Biggest U.S. Banks in 2023Several of them — JPMorgan Chase, Wells Fargo and Citigroup — will report their first quarter earnings on Friday.
April 10, 2024
Morgan Stanley Fights Back Against 'Clawback' RulingThe move follows a FINRA panel's ruling that the wirehouse pay over $3 million to eight of its former advisors.
April 03, 2024
7 Tips for Advisors Planning to Break AwayThe growing independent RIA space includes both entrepreneurial younger advisors and those within sight of retirement.
April 02, 2024
Sanctuary Wealth Adds $700M Merrill DuoThe two advisors are based in Greensboro, N.C., and focus on serving wealthy families, executives and business owners.
April 02, 2024
UBS Plans $2B of Share BuybacksSince closing its takeover of Credit Suisse, the wirehouse has outlined targets for the integration, including $13 billion in cost savings.
March 28, 2024
UBS Pays CEO $15.9MSergio Ermotti returned to the post last April, after the bank said it was rescuing its former rival Credit Suisse.
March 26, 2024
Here's How Much 9 Investment Firm CEOs Were Paid in 2023We looked at CEO compensation at Wells Fargo, Morgan Stanley, JPMorgan and others.