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Home Financial Planning

Merrill loses $1.4B team to NewEdge Advisors

by TheAdviserMagazine
7 months ago
in Financial Planning
Reading Time: 1 min read
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Merrill loses .4B team to NewEdge Advisors
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Merrill, NewEdge Advisors, Morgan Stanley, RBC Wealth Management and Raymond James all figured this week on the losing or winning ends of big recruiting deals.

Meanwhile, LPL Financial — with its planned purchase of Commonwealth Financial Network later this year — wasn’t the only firm to announce a big M&A deal. Mercer Advisors and EP Wealth Advisors also extended their reach with some notable acquisitions. Read all about it below.



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