A $1.5B wirehouse team considered independence but jumped to Merrill
Among advisors changing firms, the prevailing trend is away from Wall Street mainstays and toward greater independence — but that ...
Sunday, August 23, 2026
Tag: Merrill
Merrill boasts of 75% graduation rate for its advisor training program
Merrill for the first time is releasing graduation estimates for its recently revived training program and is predicting a far ...
Wells Fargo’s indie channel pulls Merrill teams managing $1.4B
Wells Fargo has continued on its hot streak of picking up advisory groups with more than $1 billion in assets ...
Merrill beats ex-advisor in deferred comp-retirement case
An ex-Merrill broker has lost his appeal in a dispute contending his former firm owes him repayment of deferred compensation ...
Merrill, other BofA wealth units hit record revenue despite asset dip
Merrill and Bank of America's other wealth management units saw their revenue surge to an all-time high in the first ...
Merrill underlines recruiting ambitions with $2.2B advisor pulled from JPMorgan
Amid a renewed recruiting push, Merrill has turned to JPMorgan to pick up a broker managing more than $2 billion ...
Bank of America gives Merrill Lynch an AI makeover
Merrill Lynch's "thundering herd" of investment advisors is turning into a desk-bound pack of AI prompters.Processing ContentFinancial advisors at Bank ...
Dynasty accuses Merrill of ‘bad faith’ in fight over FINRA arbitration
Dynasty Financial Partners accused Merrill of acting in "bad faith" in a court filing Thursday in an escalating legal dispute ...
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