Merrill Lynch

Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on personalities rather than asset distribution. Meanwhile, Mercer Advisors uses human matchmakers.

Merrill and Bank of America Private Bank report starting 5,500 new client relationships in the third quarter, more than a third of which came through recent graduates of its training program.

Merrill and a partner firm were accused of running a complicated yield enhancement strategy, or CYES plan, of the type that has long been in regulators' crosshairs.

The hires add credibility to the wirehouse's renewed commitment to recruiting.

The firm continues to see success with encouraging wealth clients to open banking accounts.

A look at which firms had the biggest loan balances and revenue numbers and the relationship between the two.

Firms that haven't been afraid of generous recruiting offers have shown the greatest growth in recent years.

FINRA's settlement with Merrill gives the wirehouse credit for "extraordinary cooperation" with its investigation.

The payout of nearly $20 million reflects the mixed status of Black representation among financial advisors at the largest wealth management firms.

The mammoth coup far outpaces other recruiting deals of recent memory.