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Home Financial Planning

Wells Fargo, Merrill, Cerity ink large recruiting, M&A deals

by TheAdviserMagazine
7 months ago
in Financial Planning
Reading Time: 1 min read
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Wells Fargo, Merrill, Cerity ink large recruiting, M&A deals
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Wells Fargo leads off our first weekly summary of recruiting moves and mergers and acquisitions with big teams pulled from its rivals Merrill and Citi.

But Wells isn’t the only firm to ink some big recent deals. Joining this week are Merrill and RBC, while Cerity Partners, Mercer Advisors and EP Wealth Advisors all made notable acquisitions, and AmeriFlex Group welcomed a new minority owner. Read on for the details.



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Tags: CerityDealsFargoInkLargeMerrillrecruitingWells
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