Merrill Information Hub

Why Merrill, Bucking Trend, Won’t Offer Independent Model for Advisors

Merrill Piles Products into Dual-Contract Program, Touts Customization

Nearly All Merrill Brokers Expected to Shift to Teams by 2030

J.P. Morgan Lures in $4.8-Mln UBS Team, $2.3-Mln Goldman Broker

Longtime Merrill Team With $1.5 Billion Decamps to Sanctuary

Rockefeller Adds 3 Ex-Merrill Lynch Teams In Florida, Indiana And California

Rockefeller Scoops up 3 Merrill Lynch Teams Producing $15.5M Combined

Merrill Scoops Up $1B Citi Private Bank Team; First Republic Nabs $1.25B Wells Team

Transition Announcement: Career-Merrill Team Chooses Sanctuary’s Model of Independence

Transition Announcement: $650mm Merrill Team Opts for Independence with Kestra PWS

Sanctuary Plucks $2.4-Mln Team of Merrill Lifers with Pro Athlete Book

Sanctuary Nabs Merrill Vet to Head Quorum NY Office

$650M Merrill Advisor Team Bolts for Kestra

Goldman Sachs’ Custody Unit Signs $1B Breakaway Team from Merrill

Goldman Sachs enters breakaway RIA biz with $1bn Merrill team

Goldman Sachs’ Custody Adds $1B Breakaway Team

Transition Announcement: Merrill Advisors Team Up to Build $1B AUM firm with Sanctuary

Merrill Teams With $1 Bln Jump to Sanctuary, $330-Mln Morgan Stanley Team Signs with FiNet

Merrill Lynch Advisors With $1 Billion Exit to Join Sanctuary Wealth

Merrill Lynch Advisors Managing $560 Million Jump to RBC

RBC Nabs Merrill Team in Florida with $560 Million Book

Merrill Veteran Producers Go Indie with LPL and Raymond James Affiliate

Transition Announcement: $3mm Merrill Team from Philly Launches RIA Firm Presilium Private Wealth

$3.5-Mln Merrill Team Launches RIA, LPL Pulls from UBS, Morgan Stanley

Transition Announcement: Merrill Team with 152 Years LOS and $920mm AUM Moves to Raymond James & Associates

$6.5-Mln Merrill Family Team Jumps to Raymond James in Ohio

$3.2-Mln Merrill Team Jumps to UBS in TN, Another in AL Joins Morgan Stanley

Transition Announcement: $1B Merrill Team Leaves for Regional Firm

Another Team with a $600-Mln-Plus Book Leaves Merrill in Greenville, SC

Steward Partners Snatches $420M Merrill Team

$3.1-Mln Merrill Team Shifts to Steward in Wisconsin

Merrill Lynch Loses $1 Billion Team To RBC

Team of Merrill Lifers with Billion-Dollar Book Jumps to RBC in Oregon

RBC Recruits Father-Son Team From Merrill Lynch With $500M In Assets

42-Year Merrill Lifer and Son Move Their $500-Mln AUM Team to RBC

Merrill Moves: $441 Million-AUM Duo Leaves to Launch RIA, Chase Private Client Advisors Hired in NY

Merrill Team Jumps Ship for TruClarity-Backed Independence

Sanctuary adds $1.22b ex-Merrill Lynch team

Another Big Team Bids Farewell to Merrill Lynch, Signs With Sanctuary Wealth

RayJay Exec Says Recruiting Back on Track, Firm Lands $871 Mln-AUM Merrill Team

Rockefeller zeroes in on Merrill Lynch, Morgan Stanley advisers

$350M AUM Merrill Team Partners With Sanctuary, Launches Green Wealth

$650M Team Leaves Merrill Lynch for LPL Financial

$650m Merrill team starts LPL-affiliated shop

LPL Lures Merrill Team with $650 Mln-AUM to Nascent Breakaway Channel

Raymond James Reels in $2 Mln Florida Team from Merrill

Merrill Loses Top-Ranked New York, New Jersey Brokers to UBS and RIA

Merrill $250M FA Team in N.C. Goes Indie with Sanctuary

Merrill Loses $1.2B AUM Firm to Dynasty

Merrill Lynch team managing $1.25 billion goes indie

$1.25bn Merrill team sets up Philadelphia-area RIA

Morgan Stanley Hires $7.5 Mln Merrill Private Wealth Team

Wire Wars: Morgan Stanley Hires $500 Million-Asset Merrill Team in NJ

Stifel hires former UBS, Merrill teams to staff two new offices

Career Merrill Broker in Michigan Joins Another Alum’s RIA

Morgan Stanley Picks Off Merrill Teams in NYC, Florida Managing $4.8 Billion

Rockefeller Nabs $900-Mln Merrill Team in CA, Two from UBS in TX and AZ

UBS Hires Brokers With $2.4 Million From SunTrust, Fidelity, Merrill

Raymond James gains 5 ex-Merrill Lynch advisors who managed $515M

Five Merrill Lynch Advisors Exit For Raymond James in Mass.

After 52 Years at Merrill, Duo Producing $7.5 Million Goes Indie with RayJay

Rockefeller Hires $4.5-Mln Morgan Stanley and $3-Mln Merrill Teams