Merrill boasts of 75% graduation rate for its advisor training program
Merrill for the first time is releasing graduation estimates for its recently revived training program and is predicting a far ...
Wednesday, July 29, 2026
Tag: Merrill
Merrill beats ex-advisor in deferred comp-retirement case
An ex-Merrill broker has lost his appeal in a dispute contending his former firm owes him repayment of deferred compensation ...
Merrill, other BofA wealth units hit record revenue despite asset dip
Merrill and Bank of America's other wealth management units saw their revenue surge to an all-time high in the first ...
Merrill underlines recruiting ambitions with $2.2B advisor pulled from JPMorgan
Amid a renewed recruiting push, Merrill has turned to JPMorgan to pick up a broker managing more than $2 billion ...
Bank of America gives Merrill Lynch an AI makeover
Merrill Lynch's "thundering herd" of investment advisors is turning into a desk-bound pack of AI prompters.Processing ContentFinancial advisors at Bank ...
Dynasty accuses Merrill of ‘bad faith’ in fight over FINRA arbitration
Dynasty Financial Partners accused Merrill of acting in "bad faith" in a court filing Thursday in an escalating legal dispute ...
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 ...
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 ...
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