Barclays Loses Another: $800M Team Goes to Merrill
Advisors keep slipping away from the regional brokerage while it waits to merge its operations with Stifel.
More in Career Moves
Three wirehouse advisors switch to the super regional's employee channel. more »
The regional brokerage picked up eight advisors for their employee and independent channels. more »
The group is the latest to defect from the British bank's wealth operation before its impending sale to Stifel. more »
Two former employee advisors with $240M in AUM join independent firm. more »
A recruit from the banking channel at Wells Fargo moves to the regional's independent broker-dealer. more »
Growth remains sluggish at the firm's wealth unit for another quarter. more »
UBS lost a two-decade veteran to rival Merrill Lynch. more »
For the third time in the past year, the wirehouse discharged a long-time advisor with a big book of business, this time alleging "inappropriate workplace behavior." more »
The departure comes as the British firm prepares to transition its advisors over to Stifel, which is acquiring Barclays’ wealth management operations. more »
David Darnell, a 35-year-veteran of the bank, will leave at yearend in another round of executive changes for the bank owner of Merrill Lynch. more »
Established wirehouse advisors have more choices than ever before, but these mistakes can abort potentially lucrative new relationships before they even get off the ground. more »
The wirehouse picked up three advisors from rivals Morgan Stanley and UBS. more »
James Simons, who founded Renaissance Technologies, hired Ashvin Chhabra to run his family office, leading to a shift in executive roles at Bank of America Merrill Lynch. more »
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