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bank

Merrill Lynch

In PWD coverage since September 22, 2026 · 16+ stories

3Deals on our tracker

0Talent net · 12 months4 in · 4 out

Observed recruiting events · 12 monthsOn the wire →

Net 0 · 4 incoming events · 4 outgoing events

Sep 25 · advisor move

Arrivals

Sep 8 · from Wells Fargo

Sep 8 · from Truist

The Vazquez-Monasterio Team

Sep 10 · from UBS Wealth Management USA

Sep 11 · from UBS

Departures

The Hall Wealth Management Group

Sep 4 · to UBS

Tully Cottillion Group

Sep 10 · to Wells Fargo Advisors

Sep 11 · to Raymond James & Associates

Sep 25 · to UBS

Deal recordFull tracker →

Sep 20, 26Deal announced — coverage

Sep 8, 26Fund launchSchwab · Candidly · Bank of America · Empower · Vanguard Group — coverage

Jul 21, 26Fund launchBlackstone · Wellington Management · Bank of America · Vanguard Group

PWD coverage

portfolio

Merrill adds third-party manager data fees up to $860,000 and a 0.1% revenue share

The Bank of America subsidiary's Form ADV updates say it will have a financial incentive to recommend third-party managers that pay for data analytics, with the schedule effective Jan. 1, 2027.

M&A · Oct 6Bahnsen Group to acquire $1.1 billion Hightower Naples under its franchise model

Filings · Oct 3Merrill Lynch agrees to pay $39 million to settle cash sweep class action

practice · Oct 2SIFMA panel says advisers can build an audience without becoming finfluencers

portfolio · Oct 2RIA CIOs lean on short-duration bonds as Treasury yields reach two-decade highs

move · Sep 30Rockefeller adds Truist's $6.2 million Piedmont Wealth Partners team in Charlotte

move · Sep 29Most remaining Wells producing managers told to pick clients or management

portfolio · Sep 29Merrill to charge asset managers up to $1.4 million for data and shelf fees

RIA · Sep 29Merrill sets data and shelf fees for third-party managers, up to $1.4 million

practice · Sep 28Ameriprise pays advisors $1,000 or a fee share to send clients to its virtual desk

move · Sep 28UBS hires Merrill’s John Pham and Jimmy Yip, a $7.5 million Silicon Valley team

Features · Sep 26The next breakaway is a job offer

Moves · Sep 25Raymond James's employee arm is now the independence trade

RIA · Sep 23Choreo's AI bet is the Schwab pipe it will own

Moves · Sep 22Mercer buys integration capacity and calls it a platform hire

move · Sep 22Merrill sells the map while advisors get paid in equity