John Thiel, who rose from the trenches at Merrill Lynch as a financial advisor in Tampa, Fla. to head the firm’s private banking group, will soon lead some 15,000 advisors in Merrill’s U.S. brokerage ...

In the past year, Merrill Lynch has spent heavily on an ongoing upgrade of its wealth management technology platform, rolled out a number of new alternative investments, created a structured products ...

Merrill Wealth Management announced the launch of its Ultra-High-Net-Worth (UHNW) Advisory Group, a team of more than 25 Merrill specialists who will partner with advisors to deliver comprehensive ...

Rockefeller Capital Management has added a former Merrill Lynch team in San Francisco that managed $3.4 billion in assets to its wealth management division, Rockefeller Global Family Office. Meyer ...

Long before he was president and co-head of Merrill Wealth Management, Eric Schimpf jumped out of airplanes. A former U.S. Army Ranger, Schimpf now coleads, with counterpart Lindsay Hans, a ...

Background: Todd Silaika took a nontraditional path to advising. Raised in Schenectady, N.Y., he worked full-time at a convention center while attending Hudson Valley Community College, then graduated ...

Last week was a busy one for Merrill Lynch. The wealth management company hired a Raymond James Financial advisor who oversaw $1.9 billion in client assets and lost three advisor teams to Morgan ...

The diaspora of advisors from UBS is continuing well into the dog days of summer, with Ameriprise and Merrill Lynch recruiting defectors from the wirehouse into their networks. Ameriprise adds $500M ...