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The addition of Peter Laidlaw to Merrill's offices in San Francisco comes as firm executives aim to engage in "more aggressive recruiting."
In partnership with its minority investor LPL, Private Advisor Group will acquire the hybrid business of Mariner Advisor Network, which includes 144 advisors.
CEO Brian Moynihan said the firm recruited twice the number of advisors it did a year ago and is making progress fighting advisor attrition.
Soteris Private Wealth represents the second Merrill breakaway to join $58 billion Sanctuary in as many weeks.
The deal is part of Merchant’s broader strategy to invest in wealth management-adjacent services it can offer its advisor network.
In Wells' latest big recruiting deal, two separate groups at Merrill are coming together to form Twin Harbors Private Wealth at Wells Fargo Advisors Financial Network, or FiNet.
Marsh McLennan Agency will acquire TriBridge Partners, adding benefits, wealth management and insurance practices in the Mid-Atlantic.
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In addition, Merit brings on another Commonwealth team, Prudential adds two former bank advisors, and RFG Advisory lures a former Cetera advisor.
JL Smith Holistic Wealth Management, Alison Wealth Management, OneTeam Financial, Hammer Financial Group and FSC Wealth Advisors come together in a deal that adds $1.8 billion in a...
In addition, Mercer hires McKinsey’s Jimmy Zhao to lead M&A and corporate partnerships, and $500M RIA Lansing Street expands its management team.
Merchant’s investment will fund Sowell’s new Advisor Partnership Program, providing equity and growth capital.
A three-judge panel on the Fourth Circuit Appeals agrees with Merrill that its deferred compensation policies are a bonus used to reward brokers for loyalty to the firm.
The Merrill Lynch breakaway could be back to where it started on the wealth side while laying the groundwork to regain its institutional business, according to one of its founders.
Jack Mullen has built an ultrahigh net worth niche at Merrill Private Wealth Management that functions much like a family office. Here's how he did it, in our latest installment of...
Cebert Wealth Advisors works with more than 1,700 clients and focuses on The Villages, a booming retirement community based in Central Florida.
Also, Caprock opens a multi-family office in Denver, OnePoint BFG snags a $450M Northwestern Mutual team, and Wealth Enhancement acquires an independent Dallas RIA.
A report from the industry tracking-firm DeVoe & Co. finds that 2026 is off to the strongest start for RIA acquisitions ever and broker-dealers like LPL are among the main purc...
The 22-person Jacksonville, Fla., team, led by four partners, will use First Clearing for custody and TradePMR for middle-office support.
Principality Private Wealth adds to the 115 teams &Partners has onboarded since its founding in 2023.
Melissa Nims takes over for Jeremiah Barlow, who has been appointed to the newly created chief commercial officer position.
In less than a week, Wells Fargo Advisors announced the addition of two teams from Morgan Stanley and one from UBS, which had been overseeing in total more than $9 billion in clien...
This regional lender specializes in multi-family mortgage banking and commercial lending, serving diverse clients across the U.S.
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