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 Latest Woe Is Gender Bias in Wealth Unit: Report
By Janet LevauxFemale regional managers met recently to find ways to boost their numbers and discuss biases in male leadership.
August 29, 2018
Wells Fargo Lawfully Fired Employees Over Background Checks, Appeals Court SaysFederal appeals court says the bank's employment practices didn't discriminate against African-American and Latino former workers and would-be new hires.
August 28, 2018
20,000 Advisors by 2022? No Problem, Says Edward JonesAccording to Katherine Mauzy, a revamped recruiting strategy focused on established advisors from competing firms is fueling growth.
August 27, 2018
12 Best & Worst Broker-Dealers: Q2 Earnings, 2018Several firms had a notable turnaround in their performance this quarter.
August 27, 2018
As Scandals Keep Coming, Wells Fargo Names New FiNet ManagersWells Fargo will likely face recruiting difficulties "until the bad news is flushed out," recruiter Jon Henschen says.
August 24, 2018
More Fintech and Active/Passive Analysis in Next Year's CFA ExamThe updated CFA curriculum reflect the latest changes in investment management.
August 24, 2018
The Potential Fallout From JPMorgan's Free Stock Trades PlanMoody's Investors Service analysts foresee a negative impact on Schwab, TD Ameritrade and E-Trade.
August 23, 2018
Raymond James Grabs $1B Wells Fargo Team, $235M Merrill Group: Recruiting RoundupRBC Wealth Management said a team with $390 million and an advisor with $170 million have been recruited from Wells Fargo; Janney picks up a Merrill group with $235 million.