Merrill Lynch

Though the firm reduced recruiting efforts in 2016, it continues to selectively hire talent from rivals.

February 19

Thomas Buck misled clients in order to charge them excessive commissions, according to federal prosecutors.

February 15

It’s been death by a thousand cuts as a steady stream of top talent strikes out on their own.

February 6

Mark Elzweig Co.

The advisors at the top of the ranking generated more than $59 million in combined annual revenue.

This cohort, which included financial planners from Merrill Lynch, Morgan Stanley and UBS, generated $39 million in combined revenue.

The advisors on the ranking generated more than $167 million in combined annual revenue.

The firm’s hot recruiting streak continues into 2019.

January 29

On Wall Street unveils its annual ranking of successful young financial planners.

A planner becomes a certified foster parent and grapples with loss when the child he has fostered is adopted by another family.

January 24

True Private Wealth Advisors

The teams are led by brokers who’ve been featured on Barron’s and Forbes’ advisor rankings.

January 23