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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Project Thunder

Merrill’s Project Thunder: Do the Rumblings from Advisors Indicate an Approaching Storm?

Merrill’s Project Thunder: Do the Rumblings from Advisors Indicate an Approaching Storm?

By Mindy Diamond, InvestmentNews – In late August of this year, Merrill Lynch rolled out “Project Thunder,” a two-month campaign that appeared to be aimed at staving off increasing advisor attrition and addressing the frustrations of those still at the firm.

Merrill Tweaks Policy On Payout for Retained Client Accounts

Merrill Tweaks Policy On Payout for Retained Client Accounts

Mindy Diamond Quoted – By Patrick Donachie, WealthManagement.com – Merrill Lynch Wealth Management is amending its current policy governing how much payout advisors keep for retaining accounts previously under advisors who departed the firm for other companies or retired, according to a senior Merrill Lynch executive detailing changes to the company’s compensation structures in the coming year.

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