-
One recruiter argues the firm is losing talent because it will eventually exit the Broker Protocol.
February 26
-
At Merrill "it felt like we shifted away a little bit in recent years from the core focus of wealth management," advisor Matthew Spradlin explains.
February 26
-
Strengthened legal language recently added to bonus agreements will be removed, according to people familiar with the matter.
February 23
-
The move could help the firm block former advisors from contacting clients.
February 22
-
The Raymond James affiliated firm has been aggressively recruiting from wirehouses in recent months.
February 21
-
Among recent career changes, Merrill Lynch lost brokers managing $2.2 billion to rival J.P. Morgan Securities.
February 20
-
The brokers previously worked at Wells Fargo, which has suffered from attrition to smaller rivals over the past year.
February 20
-
“We’re going from a Civic to a Cadillac,” advisor says of the move.
February 19
-
The high-net-worth and ultrahigh-net-worth segments are growing globally “faster than we can grow advisors to cover them.”
February 16
-
The move is the latest in trend of advisors leaving wirehouses for smaller firms.
February 15
