Citi Taps Merrill Exec to Head Wealth Management
By Janet LevauxThe news comes less than a week after the bank named Jane Fraser as CEO Michael Corbat's replacement starting in February.
September 04, 2020
$1.4B Merrill Team Jumps to RBC WealthThe firm says it has recruited wirehouse and other reps with about $20 billion in assets so far this year.
August 31, 2020
$1.2B UBS Team Jumps to Raymond JamesThree ex-wirehouse advisors come on board in Kansas City at a new location for the firm's employee channel.
August 30, 2020
Tibergien Joins Board of $20B RIAAfter taking the summer off, the popular industry figure and former head of Pershing's RIA custody business is back.
August 28, 2020
Sanctuary Wealth Names COO, Adds $530M Merrill TeamThe Indianapolis-based group now has 38 partner firms with over $10 billion in assets under advisement.
August 24, 2020
UBS Nabs $3B Team From Goldman SachsThe Washington, D.C.-based private wealth group includes three advisors and one trust and estates specialist.
August 24, 2020
$400M Merrill Team Goes IndieThe group is led by Blaine Werner, who spent 43 years with the Thundering Herd.
August 20, 2020
First Republic Nabs $2.5B Merrill GroupMeanwhile, the Thundering Herd also loses advisors to UBS and Wells Fargo FiNet.