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Raymond James notches wins in the Sun Belt with advisor additions
Together, the ex-Merrill Lynch advisor in Florida and the Wells Fargo alum in New Mexico reported managing $250M in assets.
LPL lands breakaway advisor from Merrill Lynch
The broker-dealer giant broadens its presence in Texas with the launch of an $820M multigenerational high-net-worth practice.
Merrill scores multibillion-dollar team from JPMorgan
The firm is bolstering its presence in Florida by adding a 12-person group managing $3.5 billion in assets.
Advisor attrition dropping at Merrill Lynch
Although departures of financial advisors may have slowed at certain large firms, that doesn't mean the problem's been squelched.
Dynasty Financial helps $550M Merrill team go independent
Six advisors break away from the wirehouse to launch a firm in Alabama.
A risky career for show biz clients
‘Save first and then establish ... lifestyle second,’ advisor tells her clients in the entertainment industry
RBC drafts two father-son teams to Western US division
The firm is adding $500M to its enterprise with multigenerational teams from Wells Fargo and Merrill Lynch.
Sanctuary welcomes UHNW duo from Merrill
The firm adds a $700 million breakaway practice in North Carolina.
BofA rolls out retirement income portfolios
The products, available to Merrill's clients, are designed to provide retirees with reliable income over 25 years.
LPL swipes $580M team from Merrill Lynch
The Florida-based sibling advisors are carrying on their father’s legacy with an RIA focused on high-net-worth families and business owners.
Merrill Private Wealth Management chief to lead Citi Private Bank North America
Citibank incumbent is retiring after 22 years with the firm.
Merrill Lynch $320M duo joins Ameriprise
The Tacoma, Washington, team was attracted by advisor-client experience.
$450M team joins Raymond James from Merrill
The Winter Park, Florida-based wealth practice caters to retirees, business owners, and aerospace and defense industry execs.
LPL lands $1B team from Merrill Lynch
The Pennsylvania-based private wealth team works with high-net-worth families, business owners, professionals and executives.
UBS bolsters upper-high-net-worth presence with $2B team
New Jersey-based boutique practice focused on affluent families leaves Merrill Lynch to join UBS.
Wirehouse defections far from done, says Verdence Capital CEO
'When was the last time you saw an article that said an RIA is going to a wirehouse?' asks Verdence founder Leo Kelly.
Minority communities are financially comfortable, Merrill says
Members of the African American and Hispanic communities are more likely to have a financial plan in place than the general population.
UBS recruits $1.6B team of eight from Merrill Lynch
The ultra-high-net-worth-focused team joins UBS in Northbrook, Illinois.
UBS lands $2B team from Merrill Lynch
New York City-based GKB & Associates includes five advisors.
Rockefeller continues roll in hiring advisors as 2024 kicks off
Rockefeller Capital's broker-dealer has seen a net gain of 271 financial advisors since 2020.
