Wirehouse advisors

Bank of America's Merrill Lynch arm has been steadily rolling out digital products since 2020, most recently a program for advisors to produce short videos.

Combining the two Swiss megabanks means more assets and a bigger brand for UBS. But it could be a heavy lift, slowing U.S. advisor recruitment.

A judge’s decision puts new pressure on the brokerage industry watchdog and the SEC.

The advisors’ success offers lessons for aspiring wealth professionals and brokerages aiming to change a predominantly white and male industry.

This elite group of young wirehouse and regional employee representatives collectively generate more than $200 million in annual revenue.

The ruling may offer hope for Gwen Campbell, who alleges that JPM’s private bank is “poaching” and “siphoning” her celebrity clients’ assets away from her management and paycheck.

A sullied reputation and frustrations with bureaucracy have driven some advisers to the competition.

From inappropriate touching to belittling comments, women advisors confront workplace environments that are far from welcoming.

Banks have strictly controlled adviser-client text communications due to regulatory concerns.