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In the News

$160m Merrill advisor breaks away

Posted by Wendy Leung

November 4, 2019
By Ian Wenik

The $13 billion hybrid RIA has hired Kevin Taube away from the wirehouse to work in its Manchester, N.H. office. Taube had worked for Merrill Lynch since 2006, running a practice that he estimated to be 99% fee-based.

He specializes in advising business professionals – with a tilt towards employees in the money management industry.

‘We sort of had reached a different stage where we’re really geared towards doing wealth management first,’ said Taube, who joins with one support staffer. ‘We wanted to really make sure we could protect the interests of our current clients to control how we grow going forward.’

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About Wendy Leung

Senior Consultant – Wendy's goal is simple: To leverage a comprehensive understanding of the industry landscape today and forces that will change it tomorrow, to guide advisors to opportunities where they can achieve long-term success for their business, clients and families. Learn more...

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