-
More defections hit the British bank's wealth management unit as it nears its deal to merge with Stifel.
July 29 -
Advisors keep slipping away from the regional brokerage while it waits to merge its operations with Stifel.
July 29 -
Three wirehouse advisors switch to the super regional's employee channel.
July 29 -
Merrill has lured away other big producers from rival wirehouses in recent months.
July 28 -
With the bank's deal to sell its wealth management business to Stifel still pending, many advisors have jumped to either rival wirehouses or launched their own independent practices.
July 27 -
UBS lost a two-decade veteran to rival Merrill Lynch.
July 24 -
A $1.6 million producer left J.P. Morgan to rejoin the Canadian bank's U.S. brokerage.
July 23 -
The wirehouse picked up three advisors from rivals Morgan Stanley and UBS.
July 21 -
Three recruits from the wirehouses join the hybrid RIA Washington Wealth.
July 21 -
A wealth manager with 39 years in the industry leaves the brokerage to join Noyes, a century-old wealth management firm and investment bank.
July 20