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.
Bank Stocks Have Worst Start to Year Since 2023 as Results Loom
By Georgie McKayEarnings season kicks off Monday with Goldman Sachs, followed by JPMorgan, Citigroup, Wells Fargo and others later in the week.
April 07, 2026
Morgan Stanley Plans Private Credit Fund Even as Investors FleeThe North Haven Strategic Credit Fund may include "a wide spectrum of credit strategies," an SEC filing states.
April 03, 2026
Ex-Merrill Rep Suspended, Fined After Firing Over False StatementsMark S. Sorrell, who was dismissed by Merrill in 2024, knew a client lacked sufficient funds to buy a home.
March 28, 2026
BofA to Pay $72.5M to Settle Epstein Victim LawsuitAccording to the suit, Apollo Global co-founder Leon Black used the bank's accounts to transfer $170 million to Epstein.
March 27, 2026
Morgan Stanley Gets FINRA Waiver From Disqualification After $15M SEC SettlementThe regulator approved the firm's request to remain an industry member; LPL received a waiver in January.
March 26, 2026
BofA, Merrill Roll Out AI Tech for Advisor-Client MeetingsThe program provides prep materials, summaries and next steps, potentially saving advisors hours per meeting.
March 25, 2026
11 Predictions for Advisor Movement in 2026Diamond Consultants expects at least one big-name acquisition this year.
March 20, 2026
UBS Gets Final Nod for U.S. Bank License Amid Growth PushThe wirehouse is planning to expand offerings for wealth clients to include payments, checking and savings account services.