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Raymond James adds $670 million team in South Carolina
The Clauss & Ellison Group, a three-person team from Merrill Lynch, is joining the firm’s employee adviser channel.
A link to ink leads to a tattoo artist advisory niche
Colton Etherton admits he was nervous about carving out such a unique niche, but he now knows he made the right decision.
Georgia teams managing $308 million join Raymond James
Two advisers from Truist and a trio from Merrill Lynch are moving to the firm's employee channel.
Merrill Lynch duo managing $215 million join Raymond James
Francine Payson and Tarek Salhab are joining the firm's employee unit in Fort Myers, Florida.
With the rise of RIAs, recruiters must change their game
Recruiting is no longer a straight-up proposition, such as moving a wirehouse adviser from Merrill Lynch to UBS, or vice versa.
Merrill Lynch duo managing $216 million joins Raymond James
Gus Fingado and Matthew Walter are joining the firm's employee unit in Manalapan, New Jersey.
Merrill Lynch trio managing $565 million moves to RBC
Mark Johnson, Bart McNabb and Adam Johnson based in Wayzata, Minnesota.
Vanguard, American Funds double down on model portfolio partnership
A year after joining forces to create active-passive models for Merrill Lynch, the asset management heavyweights take their models to Morgan Stanley.
Adviser comp at Merrill Lynch: If it ain’t broke, why fix it?
The wirehouse is tweaking how it calculates advisers' payouts.
Diversity in financial advice: Recruiting priority or PR play?
Press releases touting recent hires fall short in the effort to make the financial advice industry more diverse.
RBC lands Merrill Lynch rep managing $800 million
Stephen P. McGovern, who joined Merrill in 2009, makes the move in Stuart, Florida.
Merrill Lynch trio managing $890 million moves to UBS
The veteran advisers and three associates make the switch in midtown Manhattan
Merrill ramps up adviser training after record revenues in Q3
The new adviser development program is up and running with 750 advisers. Some of the new recruits could be already licensed to sell securities, but don't have a background in financial advice, according to the company.
First Republic recruiting slows in Q3
After recruiting seven teams of advisers in the first half of the year, the bank added just one team over the summer, executives of the firm said on an earnings call.
Merrill workers who return to office and confirm vaccination can get $200
The firm will give the $200 awards to client associates, administrative support and operations staff who have been vaccinated against Covid and show up in the office at least eight times between now and mid-November.
Advisers managing $3.1 billion join Janney in Q3
Most of 21 recruits came from Truist, Wells Fargo and Merrill Lynch.
Former Merrill CEO David Komansky dies at 82
Komansky, who joined Merrill Lynch as a stockbroker, expanded the firm around the globe as its chairman and CEO during the bull markets of the 1990s.
Mobile adviser dashboard? There’s a Merrill app for that
Merrill Lynch rolls out a new mobile app for advisers to access all the information on their adviser dashboard via their smartphones.
Merrill team overseeing $1.75 billion starts RIA
The new firm in Greenwood Village, Colorado, is called Nilsine Partners, which is a reference to the state motto.
Finra dings former Merrill broker for not reporting pot bust
The broker, Shaiful Chowdhury, was arrested for possession of 10 pounds of marijuana a month after he joined Merrill Lynch in New York City.
