Home - BrokerChalk

Morgan Stanley Draws Two Merrill Private Wealth Teams with $11.8-Mln Combined in Boston and NY

November 15, 2021/by BrokerChalk Editor

ML Herd Finds Greener Pastures in Indie

November 9, 2021/by BrokerChalk Editor

2022 Comp: Merrill Sweetens the Pot for Brokers Taking On Defectors’ Accounts

October 27, 2021/by BrokerChalk Editor

Merrill’s Retention Bonus Won’t Stop the ‘Heard’ from Running

U.S. banks see wealth management boom on borrowing, new assets

Morgan Stanley Poaches Billion Dollar Advisors From Citi

The Biggest Mistake Large Teams Make When Considering Making A Transition

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

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

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?”

BrokerChalk Direct

Current Poll