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.
Death of UBS-Wealthfront Deal Isn't All About the Money
By Paul J. DaviesUBS never attempted to justify the valuation, nor is it suddenly in need of conserving cash.
September 02, 2022
UBS, Wealthfront Cancel $1.4B DealUBS will, however, buy a $69.7 million note that is convertible into the robo-advisor's shares.
September 01, 2022
Ex-Merrill Rep Settles Smoothie Lawsuit for $7,500James Iannazzo's lawyer called the settlement a "token payment."
August 30, 2022
Top 10 RIA Deals in the First Half of 2022Echelon Partners and DeVoe & Co. both say 2022 is on track to be a strong year for M&A despite shifting trends.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — FirmsThese 40 industry players have demonstrated excellence through innovative insights, practices and research.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — IndividualsThese 32 industry VIPs have demonstrated excellence through innovative insights, practices and research.
August 25, 2022
ICapital to Buy UBS Alt Feeder Fund Platform: Tech RoundupAlso, Morgan Stanley at Work expanded fractional share trading capabilities.
August 24, 2022
LUMINARIES 2022 Finalists: Diversity, Equity & Inclusion — IndividualsThese 13 industry VIPs are demonstrating their commitment to DEI via best practices, innovation and community outreach.