Merrill Lynch

Several division executives have moved into new roles, retired or left the company, according to a memo seen by On Wall Street.

The wirehouse outlines its competitive digital offer, but it's a defensive play, analysts suggest.

At least 16 advisers have shuttled between the wirehouse firms so far this year.

Five new firms have joined Dynasty’s outsourcing platform this year amid a rivalry with HighTower.

The group previously worked at Merrill Lynch, where they generated over $2 million in annual revenue.

The regional firm has added at least 17 ex-wirehouse advisers in the first three months of the year.

The firm’s equity partner channel added five breakaway wirehouse teams last year and 64 since 2008.

The new recruit is focused on serving the Brazilian market, according to the firm.

Morgan's latest hires oversaw about $575 million, On Wall Street learns exclusively.

The growing independent firm has recruited five ex-wirehouse planners since the start of the year.

Andy Sieg, head of the firm, had previously indicated that he was open to rethinking aspects of the firm's efforts to comply with the regulation.

The 20-year veteran planner cites Raymond James' greater flexibility and marketing support.

Patricia Bennett says she visited the regional's firm home office three times before deciding to make the move.

The firm also recruited an international wealth management team that oversaw $576 million, according to our latest roundup of recent hires and moves.

Keith Rowling ranked No. 2 on the 2016 list of the industry's top young producers.

The wirehouse has already paid $415 million in fines and disgorged profits in a settlement.

The ex-wirehouse advisers are partnering with Stanley Hochhauser, an industry veteran of more than 50 years.

The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.

Andy Sieg says the firm's digital wealth and mobile app investments are "a key strategic story."

Andy Sieg, head of the firm, says that "operational changes" are possible if the rule is delayed or overturned.