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.
BlackRock, Wells Fargo Delay Return to Office on Delta Concerns
By Hannah Levitt and Annie MassaWells Fargo has resumed a rule that employees now working in offices wear masks, regardless of their vaccination status.
July 27, 2021
'Sketch Guy' Carl Richards Now Has a 'Secret Society' for AdvisorsThe "Behavior Gap" author tells ThinkAdvisor how he's helping advisors thrive in the face of "irreducible uncertainty."
July 26, 2021
Wells Fargo Asset Management to Change Name, CEOThe changes are part of GTCR and Reverence Capital Partners' $2.1 billion purchase of the business.
July 23, 2021
JPMorgan Makes Crypto Available to All Wealth Clients: ReportThe firm now allows advisors to take buy and sell orders for five crypto funds, according to Business Insider.
July 22, 2021
FINRA: Ex-Wells Fargo Rep Applied for SBA Loan He Wasn't Entitled ToThe broker applied for an economic injury disaster loan while ignoring a major requirement: He didn't run a small business.
July 20, 2021
LPL Financial Nabs $700M Morgan Stanley TeamThe group has three advisors, is based in Los Angeles and has an office in Las Vegas.
July 15, 2021
Morgan Stanley Sees Big Gains in Wealth, Investment Banking: Q2 EarningsThe wealth unit had over $6 billion in revenue and $34 billion in fee-based inflows in the latest three-month period.
July 14, 2021
UBS, Envestnet and iCapital Team Up on New Alternatives ExchangeEnvestnet will launch the exchange to help UBS clients invest in alternatives including hedge funds and real estate.