$1.87M Producer Joins Merrill Lynch
Merrill's newest recruit managed more than $185 million in client assets while at UBS.
More in Wirehouses
Margaret Towle was most recently a partner and managing director with HighTower Advisors. She's also editor-in-chief of The Journal of Investment Consulting. more »
An attorney for Jorge Posada and Jose Contreras says ballplayers were "victims of fraud, taken advantage of at every turn." more »
Regulators penalized both the independent and employee channels of Wells Fargo for failing to properly screen over 200,000 customer accounts. more »
Raymond James' independent broker dealer lured away two advisors producing $1.85 million from Morgan Stanley. more »
Wells Fargo Advisors is increasing several advisor bonus awards, while its core payout grid will remain unchanged next year. more »
An advisor joined BB&T Scott & Stringfellow to become the firm's latest wirehouse recruit. more »
With nearly 16,000 firms managing $2.4 trillion in assets, Cerulli predicts the RIA industry will capture 28% of retail investor assets by 2018. more »
The wirehouse named former football pro and advisor William Thomas to head the firm's San Francisco complex. more »
UBS advisors with growing practices may earn more money in 2015. more »
An advisor managing $181 million in assets left Morgan Stanley for the Swiss firm. more »
Merrill Lynch compensation remains mostly the same next year, with some tweaks to smaller accounts. more »
Mega teams spend months, sometimes years, in the effort to find a new home and transition their oversized books. more »
The wirehouse brought over five advisors from UBS and Citi Personal Wealth Management. more »
35 Great Schools for Financial Planning
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