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.
Merrill Names New Private Wealth Head
By Jeff BermanLindsay Hans will succeed Don Plaus as head of the firm's Private Wealth Management, International and Institutional.
February 16, 2023
Orion Selects Docupace for Automation: Tech RoundupAlso, Gentreo's next-generation estate planning software was among the pitches at Morgan Stanley's Demo Day.
February 16, 2023
3 Reasons Markets Could Get Worse Before They Get BetterA Bank of America strategist expects some risky events this year but says there are bright spots to be found.
February 16, 2023
Commonwealth Sets Recruiting Record in 2022The firm onboarded 270 advisors with a record-breaking $11.24 billion in client assets, it says.
February 15, 2023
Merrill Launches Virtual Video Studio for AdvisorsAdvisors can use the new tool to create content and connect with clients and prospects at scale.
February 15, 2023
Wells Fargo Advisors Cuts Divisions to 4 From 7The reorganization will help the firm execute more consistently and "power our growth," says WFA head Sol Gindi.
February 07, 2023
Ex-LPL, Wells Fargo Rep Pleads Guilty to Stealing $600K From ClientsThe now-barred broker used clients' money to fund gambling and personal expenses, according to the Justice Department.
February 06, 2023
Ex-Wells Fargo Advisor Alleged Rape by Co-Worker, Faced Retaliation: LawsuitThe advisor sued Wells Fargo, saying her clients were reassigned after she reported the incident.