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Advisers join the regional broker-dealer from Wells Fargo and Charles Schwab.
July 11
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The largest recruits managed more than $17 billion in client assets.
July 11
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The regional firm also says it recruited a junior Merrill adviser overseeing $39 million in client assets.
July 7
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The firm bought the unit, which has over 600 advisers, as part of a $150 million acquisition deal to boost its overall broker ranks.
June 27
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William Heinzerling, who has led Stifel’s fixed-income business since 2009, is leaving the firm, according to people with knowledge of the matter.
June 8 -
Why advisers should step up their game as the industry goes robo.
May 31
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Wealth management leaders are weathering current markets while aiming to jumpstart AUM growth with expanded client services and new tech tools.
May 31
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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
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The recruits moved to the firm from Morgan Stanley, Wells Fargo, Stifel and Voya.
May 25
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In an unusual move, the two veteran advisers left the independent channel to rejoin an employee broker-dealer.
May 19
