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.
Palmer Square Hires JPMorgan Trading Head, and Founder's Wife, as CIO
By Joyce HansonAngie Knighton Long will join her husband, who's the founder, at the Kansas-based capital management firm.
March 09, 2011
Morgan Stanley to Fire 200-300 FAs; Considering New Name for UnitMorgan Stanley Smith Barney is letting several hundred lower-producing advisors go and may drop “Smith Barney” from the unit’s name.
March 09, 2011
Raymond James Hires 2 UBS Advisors in S.C.Carolyn Edwards and Roy Seay, with $125 million in assets and $850,000 in yearly sales, are joining RJA in Mount Pleasant, South Carolina
March 04, 2011
Goldman Sachs’ Blankfein May Testify in Galleon CaseGoldman Sachs CEO Lloyd Blankfein has reportedly been called to testify in the trial against Raj Rajaratnam, billionaire founder of the Galleon Group hedge fund.
February 23, 2011
Baird Adds 7 Advisors in Midwest, Southeast From Morgan StanleyThree FAs join Baird from Morgan Stanley Smith Barney in Sioux City, Iowa, while three others come on board in Charleston, S.C. and one more in Charlotte, N.C.
February 23, 2011
Baird Adds 7 FAs in Midwest, Southeast from Morgan StanleyThree FAs join Baird from Morgan Stanley Smith Barney in Sioux City, Iowa, while three others come on board in Charleston, S.C. and one more in Charlotte, N.C.
February 22, 2011
Four Breakaway Advisors Leave Merrill for HighTowerHighTower, led by Elliot Weissbluth, is expanding once again with the Simmons Wilkes Group, a breakaway team from Merrill Lynch Wealth Management.
February 22, 2011
Four Breakaway Advisors Leave Merrill for HighTowerHighTower, led by Elliot Weissbluth, is expanding once again with the Simmons Wilkes Group, a breakaway team from Merrill Lynch Wealth Management.