Merrill has the best technology: Won’t I take a step back if I transition?
Merrill’s Separately Managed Account (SMA) platform seems to be the strongest platform out there in terms of the sheer number of managers and the competitiveness of manager pricing. Is manager pricing higher elsewhere? Will I have to swap out managers?
How do I access a sophisticated alternative platform like I have at Merrill?
Clients are interested in cryptocurrency and cannabis offerings. Would other firms allow me to advise on these types of assets?
My partner signed on to Merrill’s CTP. Is there a way out?
I’m 3 to 5 years from retirement; why shouldn’t I just sign on to CTP?
Many of my clients have banking linked to their Merrill accounts. How do I handle this?
LMA is an important service for my clients. Is it available elsewhere? How do I make sure my clients aren’t impacted?
Do all bank-owned firms have the same compliance rules?
Do other firms have an equivalent to growth grid?
Since Merrill is part of the Broker Protocol, what information am I allowed to take?
Many Merrill advisors, like you, may be exploring your options with another firm or possibly even another model. And much like your colleagues, you may find yourself getting stuck in the weeds, searching for answers to questions…questions that are likely asked and answered far more often than you realize.
For instance, you may find yourself wondering how you will replicate the features you like best in Merrill’s platform or technology. Maybe it’s concerns about losing your hard-earned deferred comp or the potential that lies in Merrill’s CTP program. Or you may be worrying what your clients will think about leaving behind the cachet that the Merrill brand carries.
In an effort to fill those knowledge gaps – and help you make a proactive and informed decision around whether to stay with Merrill or consider other opportunities – we’ve gathered the top questions and answered them using the combined knowledge of our team and other industry experts, as well as information derived from both former and current Merrill advisors.
Above is just a small sample of the questions included in this resource. For the complete list – and the answers – just fill out the form.
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