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Merrill

In PWD coverage since September 11, 2026 · 16+ stories

+4Talent net · 12 months4 in · 0 out

Observed recruiting events · 12 monthsOn the wire →

Net +4 · 4 incoming events · 0 outgoing events

Sep 8 · advisor move

Sep 8 · advisor move

Sep 11 · team liftout

Sep 25 · team liftout

Arrivals

Sep 8 · from Truist

Ronald A. Murad

Sep 8 · from Wells Fargo

The Aliaskari Group

Sep 8 · from Morgan Stanley

Sep 23 · from Wells Fargo

Departures

None tracked.

PWD coverage

Moves

Merrill hires Morgan Stanley and Wells Fargo teams managing $770 million

The two teams lead a recruiting round that also sent a $180 million LPL pair to Raymond James and an Edward Jones veteran to UBS.

RIA · Oct 1A WealthManagement.com column argues advisory partnership drift starts when goals diverge

The Close · Sep 30SEC proposes letting advisers charge up to 20% performance fees on private funds

Features · Sep 30BNY Pershing retires Wove, folds it into wealth unit as Fitch lists cash-rate winners

The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives

move · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum

practice · Sep 25A 45-year veteran is selling listening as a credential

Moves · Sep 23RBC builds La Jolla on Bank of America's private bankers

Features · Sep 23Morgan Stanley's credit fund rations exits as its advisors walk

Data · Sep 17Consolidation is clearing one advisor book at a time

the_wrap · Sep 16Creative Planning Now Owns the Consultant Search

move · Sep 16Merrill recruits again while Morgan Stanley makes a capacity pitch

the_wrap · Sep 15The platform buyers set Monday's advisor price

Features · Sep 14The employee channel now trades books, not brokers

Data · Sep 12174 liftouts, 16 breakaways: wealth's unit of trade is now the team

Moves · Sep 11Merrill's $1.2 billion Santa Fe hire buys credentials, not scale