-
The move is intended to better satisfy clients who are increasingly asking for more clarity, according to the firm.
February 1
-
The new recruit generated more than $1 million in annual revenues, according the regional firm.
January 26
-
The recruit generated $2 million in annual production, according to Merrill.
January 26
-
The wirehouse's new hires oversaw $466 million in client assets, according to a spokesman.
January 25
-
The adviser reversed course after Merrill Lynch unveiled plans to phase out commission-based retirement accounts as part of its plan to comply with the Department of Labor's fiduciary rule.
January 24
-
On Wall Street's annual ranking of successful young planners.
January 24
-
Growing RIA now has over $3 billion in assets as footprint expands.
January 23
-
On Wall Street's annual ranking of successful young planners.
January 23
-
One of the bank's new recruits comes from the wirehouse's elite Private Banking & Investment Group, which serves ultrawealthy clients.
January 20
-
Their attorney said he would instead file claims in arbitration.
January 18
