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.
Twin Advisors Defrauded 60 Clients, SEC Says
By Jeff BermanThe advisors charged higher fees than clients had agreed to, according to the SEC.
February 28, 2023
Merrill Names New Private Wealth HeadLindsay Hans will succeed Don Plaus as head of the firm's Private Wealth Management, International and Institutional.
February 23, 2023
Orion Launches Advisor Academy: Tech RoundupAlso, Dynasty Financial Partners selected BridgeFT's WealthTech API to power its integrated wealth technology,
February 16, 2023
Next Hearing Set for Suspect in BofA-Merrill Exec's KillingThe next hearing for ex-broker Anthony Duwayne Turner is scheduled for March 13.
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.