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.
Trump Questions Swamp Morgan Stanley Muni Webinar
By Elizabeth RembertFinancial advisors clamored for a chance to ask what his agenda means for municipal budgets — and the bonds tied to them.
February 12, 2026
AI Will Make Human Advisors Strong, Morgan Stanley Exec SaysJed Finn dismissed fears that the new systems will crowd out people.
February 10, 2026
Wells Fargo to Lay Off 112 in North CarolinaThe cuts in Raleigh will be effective on April 4.
February 10, 2026
BofA Rep Fired for Expensing $6,000 in Meals Takes FINRA HitThe rep, suspended for nine months, charged BofA for food while working from home, FINRA states.
February 04, 2026
Senators Slam UBS for Obstructing Nazi Accounts Probe"UBS's conduct is absurd and a historic shame," Judiciary Committee Chairman Chuck Grassley said.
February 04, 2026
UBS Profit Beat Overshadowed by Worries Over U.S. Wealth OutflowsPay changes helped spur about 200 advisors to leave, taking client funds with them.
January 29, 2026
BlackRock, Partners Group Debut Private-Asset Accounts for Wealthy InvestorsThe asset managers have begun selling a new separately managed account through Morgan Stanley's wealth platform.
January 26, 2026
Wells Fargo Taps Amazon Web Services Exec to Expand AI UseThe AI push comes alongside the bank's efforts to cut costs, a key part of CEO Charlie Scharf's turnaround plans.