Merrill Lynch’s financial advisor head count grew by about 175 in 2023, while the Bank of America wealth management unit and its private bank together saw a 45% increase in ultrahigh-net-worth clients ...

A Maryland-based team from Merrill Lynch has joined Raymond James’ employee-advisor channel as the firm continues its ...

E’Prime Aerospace Corporation (Pink Sheets: EPEO), a U.S. company with more than 2,000 shareholders, today announces its selection of Merrill Lynch, one of the world’s leading financial management and ...

Bank of America's Merrill Lynch brokerage unit is launching a renewed push to recruit and train young advisers to supplement a sales force that is aging industry-wide, Merrill Lynch head Andy Sieg ...

After years of tinkering with their financial advisors' pay plan to incentivize them to focus on banking and lending - an often unpopular strategy with advisors - the large wirehouses are minimizing ...

Stifel Financial has recruited three financial advisors from Merrill Lynch, where they managed nearly $3 billion in client assets, Stifel said this week. The recruits include advisor Ryan Bell and a ...

A former Merrill Lynch advisor who oversaw approximately $820 million in client assets joined LPL Financial’s Strategic Wealth Services unit, which helps wirehouse advisors go independent.

Summit Financial Holdings has expanded its national footprint as it welcomes an ex-Merrill Lynch advisor who’s launching his own California-based independent wealth practice for the rich and famous.

Merrill Lynch financial advisors put off by non-compete language in the retention package they received last week—who must now decide whether to sign it—are getting assurances from Merrill that it’s ...

Three teams of advisors have left their firms to start their own registered investment advisory firms this week, according to regulatory filings. Denver Gilliand, whose Minneapolis-based team joined ...