News

Raj Bhatia: Don’t Shy Away From Hiring Your Own Child
The longtime Merrill Private Wealth Management advisor explains why his daughter joined his firm and offers his best advice ...
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Advisor moves: LPL recruits Merrill alum, Raymond James adds defectors from Edward Jones and Janney
RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.
Ex-Merrill Lynch Adviser Seeks 4th Cir. Win Over Commission Plan
A former financial adviser for Bank of America Corp.'s investment management unit called on the Fourth Circuit to rule that ...
Merrill Recruits Advisors Managing More Than $1 Billion from UBS, Wells Fargo, and Morgan Stanley
It was a big week for advisor hires at Merrill Lynch. The wealth management unit of Bank of America added a half dozen ...
What One Merrill Lynch Advisor Learned From a Family Medical Crisis
Next-generation advisor Dominic Altobelli was excited about his wife’s first pregnancy. Then an ultrasound revealed ...
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Advisor attrition dropping at Merrill Lynch
According to InvestmentNews data, Merrill Lynch had a net drop of 1,043 financial advisors in 2021, the year after Covid-19 brought most broker movement to a standstill. That fell to a net decline ...
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The Final Days of Merrill Lynch
It’s been almost a year since Bank of America agreed to buy Merrill Lynch, on September 15, for $50 billion in stock, in what now looks like one of the most fraught deals in the history of ...
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Merrill Lynch financial advisors explain why they're leaving 'Mother Merrill' in droves, even as the 107-year-old brokerage wows Wall Street with record financial results
Bradley Bruce graduated from the University of Arkansas in 1988 and right away joined Merrill Lynch, known in those days as a powerful, independent brokerage. For years he thought he would be a ...