Industry

“The thundering herd is on the move,” boasts Andy Sieg, head of Merrill Lynch.

Of the promotions, 14 were in the wirehouse's wealth management arm.

There are still dozens of questions about how the tax break applies.

The five new advisors kicked off recruiting in 2019 for the No. 4 IBD after it set a record in the previous year.

By explaining the firm’s sources of revenue and expenses, a team can better understand how they impact profitablility.

The firm has lost more than 1,100 advisors since a phony accounts scandal came to light in 2016.

The restructuring comes as a competitor enters wealth management data aggregation.

Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.

The research firm’s headcount and related job forecast are based on a highly elastic idea.

The firm’s newest recruits come from Merrill Lynch and Wells Fargo.