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The wirehouse's latest recruit generated about $1.9 million in production.
June 6 -
The new recruits joined the wirehouse from Merrill Lynch and UBS.
May 31 -
Wealth management leaders are weathering current markets while aiming to jumpstart AUM growth with expanded client services and new tech tools.
May 31 -
Yet that wasn't Merrill's only recruiting success, as the wirehouse also picked up a team overseeing more than $500 million in client assets.
May 26 -
The regional firm could lose a quarter of its customers who said they would leave, even if they loved their adviser, if their digital experience was subpar, according to a new poll.
May 26 -
Vice Chairmen Dan Cummings and Sam Chapin, who helped meld the wealth management firm to the bank after the financial crisis, are stepping down.
May 25 -
The recruits made the move between wirehouses with two client associates.
May 23 -
The recruits generated $1.8 million in annual production before making the move.
May 19 -
The head of the advisory group also was returning to where his career started.
May 18 -
He will join a team of ex-Merrill advisers that will oversee more than $370 million in client assets at Snowden.
May 16