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.
Morgan Stanley's Bitcoin Move Puts Pressure on Rivals
By Bernice NapachAnalysts expect other banks will follow
March 12, 2021
Wells Fargo to Drop Abbot Downing BrandThe wirehouse is moving the business, which serves ultra-wealthy clients, into Wells Fargo Private Bank.
March 10, 2021
Younger Women Want to Talk About More Than Money With Advisors: Wells FargoThere is a big generational difference in how women talk about money and seek advice, the firm found in a survey.
March 09, 2021
The 10 Most-Fined Financial Services FirmsOver the past 20 years, financial firms have paid more fines than all other industries combined, according to a marketing firm.
March 08, 2021
Longtime Wells Fargo Team Jumps to UBS in San DiegoDawson Wealth Management is led by Ed Dawson, who joins UBS as a managing director.
March 05, 2021
Wells Fargo Moves to Restructure Wealth UnitThe latest change aims to help the bank evolve into a "flatter, more nimble organization," a spokeswoman says.
March 03, 2021
$1.2B RIA Leaves Merrill to Create New FirmThe principals of Blue Bell, Pennsylvania-based Amplius Wealth Advisors previously worked for a boutique wealth group within Merrill.
March 01, 2021
Merrill Ramps Up Wealth Unit as Rich Clients Flock to FloridaThe wirehouse plans to add about 20 UHNW teams in the state to meet growing demand.