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.
Best & Worst Full-Service Wealth Management Firms Ranked by Investors — J.D. Power, 2024
By Michael S. FischerOverall investor satisfaction is up, but affluent millennials are getting antsy, the annual survey found.
February 29, 2024
Merrill, Wells Fargo Offer Bitcoin ETFs for ClientsUBS is offering bitcoin ETFs to some clients on an unsolicited basis; Morgan Stanley is reviewing a move to add them to its platform.
February 29, 2024
19 Best & Worst BDs for Recruiting in 2023: ReportAfter a blowout year for advisor moves, here are the winners and losers, according to Diamond Consultants.
February 29, 2024
LPL's Strategic Wealth Channel Lures Billion-Dollar Merrill TeamContinuity Private Wealth is the 40th group to join the channel, aimed at HNW teams wanting greater autonomy.
February 27, 2024
Wells Fargo Names JPMorgan Veteran Its New Vice ChairmanDoug Braunstein's focus will be on expanding the bank's corporate finance and advisory businesses and advising senior management.
February 23, 2024
Wells Fargo Adds Role to Boost Growth in FiNet, First ClearingErik Karanik, who joined the bank in 1990, now leads Independent Solutions for its Wealth & Investment Management unit.
February 22, 2024
Wells Fargo Brokerage Users Report Trading Service OutageWells Fargo online customers reported issues with trading, brokerage and logins.
February 21, 2024
Citigroup Lifts Jane Fraser's Pay to $26MThe pay package for Fraser, the only female head of a U.S. banking giant, remains the lowest of her cohort.