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.
Weber Says UBS Should Consider a Chairwoman After He Leaves
By Patrick Winters and Marion HalftermeyerThe global investment bank is planning to appoint the successor to Weber, 64, at its 2022 general meeting.
April 28, 2021
JPMorgan: All U.S. Employees to Return to the Office By JulyBank of America, meanwhile, plans to send workers back by Labor Day.
April 27, 2021
UBS Americas Posts $17.2B in Fee-Based Asset FlowsIts advisor headcount of 6,335 represents a decline of 161 from a year ago but a gain of 30 from year-end.
April 26, 2021
10 Ways to Ask for ReferralsEvery advisor needs to actively seek referrals. Here are 10 specific ways to build your client base.
April 22, 2021
UBS Nabs $5B JPMorgan Team in South FloridaThe wirehouse also picks up a team from JPMorgan in Kenwood, Ohio.
April 21, 2021
Financial Firms Change How They Ask Employees About GenderSome firms, including TD Ameritrade and UBS, now offer options beyond male and female when they collect gender information.
April 20, 2021
UBS Nabs $1.8B Wells Fargo Private Bank TeamThe three-person team has joined UBS in the South Florida market.
April 20, 2021
Morgan Stanley to Sell E-Trade Advisor Services for $55MThe sale of the custody business to Axos Clearing includes some 200 RIA clients with about $23 billion in assets.