Raymond James swoops in on Merrill team
Raymond James has swooped in to claim a large part of a Merrill team in Maryland.Meanwhile, Wells Fargo and Raymond ...
Monday, January 19, 2026
Tag: Merrill
Wells Fargo, Merrill, Cerity ink large recruiting, M&A deals
Wells Fargo leads off our first weekly summary of recruiting moves and mergers and acquisitions with big teams pulled from ...
Wells Fargo recruits $3B Merrill private wealth team
Wells Fargo is bolstering its credentials with high net worth clients with a trio of prominent private wealth advisors pulled ...
Merrill execs set $150B annual asset goal
Merrill is setting a goal of bringing in as much as $150 billion a year in fee-producing assets as a ...
Merrill, BofA Private Bank lean on lending for revenue high
Merrill and other parts of Bank of America's wealth management business rode a surge in lending and other services provided ...
Merrill, LPL say advisor education is key to AI push
Wealth management firms say artificial intelligence could eventually improve nearly every part of their businesses. But when advisors were asked ...
Judge denies Merrill TRO request with $129B breakaway
A judge has rejected Merrill's request for a temporary restraining order against a large group of advisors formerly managing $129 ...
Merrill compensation lowers small household payouts
Merrill is lowering its payouts for advisors who work with "small" households while adjusting its incentives to direct clients to ...
Merrill accuses Schwab, Dynasty of raiding $129B team
Merrill is accusing a group of ex-employees formerly helping to manage $129 billion, along with Charles Schwab and Dynasty Financial ...
Merrill, JPMorgan make new bids for wealthy clients
Maybe you're a JPMorgan advisor with a wealthy client who needs to charter a private jet. Or maybe you're at ...
The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.