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The new recruits, who previously worked at Wells Fargo Advisors and Janney Montgomery Scott, also pointed to the firm's affiliation with Raymond James in making the move.
June 19
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The wirehouse files for a restraining order in wake of move to Dynasty.
June 19
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They left to have more freedom in how they work with their clients, one of the new hires says.
June 19
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New firm FallLine Securities caters exclusively to advisers serving ultrawealthy clients.
June 19
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The wirehouse said recently it plans to stop recruiting experienced advisers, but made an exception if talks with recruits started before June 1.
June 15
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So far this year, at least 9 banks switched their investment services programs to new third-party broker dealers. One outsourced its broker-dealer operations to a TPM for the first time.
June 14
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As part of a new alternative investments group, the recruits’ focus is to help customers place money into hedge funds and private equity strategies.
June 14
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Though the wirehouse notched impressive wins, Merrill wasn't the only firm to land elite recruits recently.
June 12
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The new hires joined Merrill from Morgan Stanley.
June 12
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Veteran advisers with $437M in AUM 'set out to find something different.'
June 9
