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.

Ex-Morgan Stanley Advisors Sue DOL in Deferred Comp Case

October 29, 2025

Ex-Morgan Stanley Advisors Sue DOL in Deferred Comp Case
Morgan Stanley Buys EquityZen in First Deal for CEO Ted Pick

October 29, 2025

Morgan Stanley Buys EquityZen in First Deal for CEO Ted Pick
UBS Seeks Broader U.S. Banking License to Boost Wealth Business

October 28, 2025

UBS Seeks Broader U.S. Banking License to Boost Wealth Business
Wells Fargo Advisors' 2026 Comp Plan Boosts Pay for Multi-Gen Accounts

October 21, 2025

Wells Fargo Advisors' 2026 Comp Plan Boosts Pay for Multi-Gen Accounts
Dynasty and Diamond Roll Out Transition Help for $1B Advisor Teams

October 20, 2025

Dynasty and Diamond Roll Out Transition Help for $1B Advisor Teams
Morgan Stanley’s Wilson Says Too Early to Give Stocks All-Clear

October 20, 2025

Morgan Stanley’s Wilson Says Too Early to Give Stocks All-Clear
86-Year-Old Says Merrill, UBS, TD Failed to Stop Fraud

October 13, 2025

86-Year-Old Says Merrill, UBS, TD Failed to Stop Fraud