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.
Yes, Bank Advisors Can Be Entrepreneurs Too
By Kosta TanglisWith ownership over advice, those who go independent often rediscover the most energized version of their professional identity.
March 02, 2026
11 Best & Worst Broker-Dealers: Q4 2025Earnings growth at firms in the financial sector hit 9.3%, up from the expected 6.4%.
February 27, 2026
UBS Names Apple's Maestri, Ex-BIS Head Carstens to BoardThe latest reshuffle at the top comes as UBS closes in on finishing the integration of Credit Suisse.
February 27, 2026
Financial Firms' Shares Walloped by More 'Cockroach' Credit Woes, AIThe combination delivered another bruising selloff in shares of banks and asset managers Friday.
February 25, 2026
UBS Names New Head of Field to Boost Advisor SupportThe appointment of Lisa Golia is intended to broaden the global wealth manager's leadership structure.
February 24, 2026
JPMorgan to Cut 120 Jobs in New JerseyThe layoff notice follows several hundred job cuts announced in New Jersey and California in 2025.
February 24, 2026
U.S. Weighs Bank Citizenship-Data Requirements: ReportsThe order, reported by the Wall Street Journal and Semafor, could apply to new clients as well as existing account holders.
February 23, 2026
Merrill to Offer Direct Capital Markets Trading to Ultra-Wealthy ClientsThe new Direct Markets Coverage Group aims to support, not replace, clients' core advisors.