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$1B California Team Leaves Merrill to Go Independent
WealthManagement.com· 20 hours ago“We found ourselves wondering if there was a better way to serve clients,” Gruber said. Senior Vice President Matthew Mullaly is also joining Gruber and...
Morgan Stanley Executive Departs For Citi Wealth
WealthManagement.com· 18 hours agoDawn Nordberg, group head of strategic client management for Morgan Stanley Private Wealth Management, is leaving the wirehouse to lead ...
Merrill Lynch Agrees to Nearly $20 Million Settlement in Racial Discrimination Lawsuit
Barrons.com· 7 days agoIn a statement, Merrill Lynch, which is a unit of Bank of America acknowledged the settlement......
Billion-dollar advisors break away from Merrill with RIA launch - InvestmentNews
InvestmentNews· 18 hours agoBased in Southern California, the newly founded Alteri Wealth offers wealth and family office...
On the Move: June 4, 2024
Nashville Post· 24 hours agoMilwaukee-based private wealth management company Baird has announced Christopher Otillio as vice president and financial advisor in its Nashville office...
Merrill Lynch to pay $20M to settle racial discrimination case
Banking Dive via Yahoo Finance· 6 days agoFour ex-Merrill advisers and more than 1,000 class-action participants allege Merrill has not...
Wells Fargo CEO Charlie Scharf Touts the Bank’s Indie Advisor Channel
Barrons.com· 7 days agoThe other wirehouses—Merrill Lynch, Morgan Stanley and UBS — don’t have an independent...
RBC Picks Up $855M Team From J.P. Morgan
WealthManagement.com· 5 days agoRBC Wealth Management has recruited a team in Florham Park, N.J. managing $855 million in client assets. The team, led by veteran advisor Michael Taggart...
$1B Former First Republic Team Joins Citizens From JPMorgan
WealthManagement.com· 5 days agoAnother advisory team that joined J.P. Morgan Wealth Management after the firm bought First Republic...
Charles Schwab Investment Management Inc. Has $5.31 Million Stock Holdings in iShares Core 10+ Year...
ETF DAILY NEWS· 1 day agoCharles Schwab Investment Management Inc. trimmed its holdings in iShares Core 10+ Year USD Bond ETF (NYSEARCA:ILTB – Free Report) by 11.1% during the fourth quarter, according ...
