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The Biggest Mistake Large Teams Make When Considering Making A Transition

September 9, 2021/by BrokerChalk Editor

Merrill Project Thunder Reactions: “It’s more like Tropic Thunder around here, nobody is listening to that guy…”

September 2, 2021/by BrokerChalk Editor

Suffocating Compliance – Big Producers At Merrill Complain They Are Being Treated Like Bank Brokers

August 18, 2021/by BrokerChalk Editor

SURVEILLANCE CONFIRMED: BofA Fires Multiple Merrill Advisors For Sexting (and game play)

Merrill Culture In Six Words: “Call me on my burner phone…”

SURVEILLANCE: Sources Confirm That Merrill Lynch And Other Firms Monitor Advisor Bank Accounts For Suspicious Activity

LEGALESE – Brian Neville Describes Surveillance and Shenanigans As BofA Attempts To Slow Advisor Exodus

Another Big Team Bails; Merrill Exodus Continues As UBS Adds Another $2B To Their Private Wealth Platform

TWO HUNDRED BILLION DOLLARS: A Legacy Of Failure For Bank Of America And Merrill Lynch

Andy Sieg: “Everything is fine, nothing to see here…” (and in the background a once iconic Merrill Lynch brand burns)

SOURCES: Morgan Stanley Is Asking (Forcing) Large Teams And Their Biggest Producers To Sign Retention/Retirement Bonuses

Merrill Is Using Band-Aids To Cover Dam Breaks; Playing Games With Data And Client Retention Teams

BIGGEST LOSERS! The Biggest Names In Banking And Wealth Management Are Getting Crushed

Departures From J. P. Morgan Private Bank Continue Unabated; Denver And Philadelphia Bankers Find Greener Pastures

WANTED! Two Firms Ramp Up Their Interest In Landing Goldman Sachs Advisors (**and open up their checkbooks to prove it)

Rockefeller Deal Ticks Higher, Culture Still Resonates With Biggest Teams From Merrill and Morgan Stanley

Top Recruiters Describe Massive Deals and Valuation – “Never seen anything like this before…”

Bank of America Changes Trainee Contracts – Forces Them To Sign Or Be Fired

Slow Leak Out Of Bernstein Picks Up Speed; Larger Advisors Migrate To Greener Pastures (mostly to UBS)

DOMINATION! UBS Is Hammering The Recruiting Competition This Year, And It Isn’t Even Close

J. P. Morgan Private Bank To Hold Conference Call This Week; To Discuss Retaining Top Talent (LOL)

A Dynamic Recruiting Conversation: “Should we even consider Wells Fargo?”

Betting On Zero: The Friction Associated With Recruiting Due Diligence Has Dwindled To Almost Nothing

Keep An Eye On The Uptick In Morgan Stanley Recruiting; Dallas Merrill Team Another ‘Competitive’ Win

Wells Fargo Rebirth? Even Offering The Largest Recruiting Deal On The Street Isn’t Working

Merrill Lynch Reveals How They Are Fudging The Numbers On Headcount; Replacement Rookies Being Trained As LinkedIn Experts

Rumor: David Frame, J. P. Morgan Private Bank CEO, Could Be Removed If Attrition Continues

Private Bankers Listen Up! The Difference Between Deals Offered By UBS And Morgan Stanley

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