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BrokerChalk Editor2021-07-26 09:56:252021-07-26 09:56:25Another Big Team Bails; Merrill Exodus Continues As UBS Adds Another $2B To Their Private Wealth Platform
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BrokerChalk Editor2021-07-22 10:16:212021-07-22 10:16:21TWO HUNDRED BILLION DOLLARS: A Legacy Of Failure For Bank Of America And Merrill Lynch
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BrokerChalk Editor2021-07-16 10:33:332021-07-16 10:33:33Andy Sieg: “Everything is fine, nothing to see here…” (and in the background a once iconic Merrill Lynch brand burns)
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BrokerChalk Editor2021-07-14 10:26:042021-07-14 10:26:04SOURCES: Morgan Stanley Is Asking (Forcing) Large Teams And Their Biggest Producers To Sign Retention/Retirement Bonuses
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BrokerChalk Editor2021-07-13 10:58:452021-07-13 10:58:45Merrill Is Using Band-Aids To Cover Dam Breaks; Playing Games With Data And Client Retention Teams
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BrokerChalk Editor2021-07-09 10:59:552021-07-09 10:59:55BIGGEST LOSERS! The Biggest Names In Banking And Wealth Management Are Getting Crushed
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BrokerChalk Editor2021-07-07 07:00:552021-07-14 12:43:11Departures From J. P. Morgan Private Bank Continue Unabated; Denver And Philadelphia Bankers Find Greener Pastures
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BrokerChalk Editor2021-07-06 11:43:592021-07-06 11:43:59WANTED! Two Firms Ramp Up Their Interest In Landing Goldman Sachs Advisors (**and open up their checkbooks to prove it)
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BrokerChalk Editor2021-07-01 12:01:312021-07-01 12:01:31Rockefeller Deal Ticks Higher, Culture Still Resonates With Biggest Teams From Merrill and Morgan Stanley
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BrokerChalk Editor2021-06-28 12:07:552021-06-28 12:07:55Top Recruiters Describe Massive Deals and Valuation – “Never seen anything like this before…”
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BrokerChalk Editor2021-06-24 11:10:552021-06-24 11:10:55Bank of America Changes Trainee Contracts – Forces Them To Sign Or Be Fired
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BrokerChalk Editor2021-06-18 12:39:382021-06-18 12:39:38Slow Leak Out Of Bernstein Picks Up Speed; Larger Advisors Migrate To Greener Pastures (mostly to UBS)
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BrokerChalk Editor2021-06-10 10:25:042021-06-10 10:25:04DOMINATION! UBS Is Hammering The Recruiting Competition This Year, And It Isn’t Even Close
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BrokerChalk Editor2021-06-09 11:42:322021-06-09 12:02:58J. P. Morgan Private Bank To Hold Conference Call This Week; To Discuss Retaining Top Talent (LOL)
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BrokerChalk Editor2021-06-07 11:57:172021-06-07 11:57:17A Dynamic Recruiting Conversation: “Should we even consider Wells Fargo?”
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BrokerChalk Editor2021-06-04 09:46:212021-06-04 09:46:21Betting On Zero: The Friction Associated With Recruiting Due Diligence Has Dwindled To Almost Nothing
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BrokerChalk Editor2021-06-02 11:19:002021-06-02 11:19:22Keep An Eye On The Uptick In Morgan Stanley Recruiting; Dallas Merrill Team Another ‘Competitive’ Win
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BrokerChalk Editor2021-06-01 17:05:562021-06-01 17:05:56Wells Fargo Rebirth? Even Offering The Largest Recruiting Deal On The Street Isn’t Working
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BrokerChalk Editor2021-05-26 14:52:052021-05-26 20:27:18Merrill Lynch Reveals How They Are Fudging The Numbers On Headcount; Replacement Rookies Being Trained As LinkedIn Experts
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BrokerChalk Editor2021-05-24 11:09:062021-06-01 08:07:45Rumor: David Frame, J. P. Morgan Private Bank CEO, Could Be Removed If Attrition Continues
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BrokerChalk Editor2021-05-20 10:53:592021-05-20 10:53:59Private Bankers Listen Up! The Difference Between Deals Offered By UBS And Morgan Stanley
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BrokerChalk Editor2022-05-09 16:49:382022-06-24 11:47:33COVID Mandates Infuriate Advisors; Big Banks Aren’t Actually ‘Following The Science’
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BrokerChalk Editor2022-03-04 12:37:202022-03-04 14:20:27Large Team At J.P Morgan Securities Decamps For Morgan Stanley In NYC
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BrokerChalk Editor2022-03-02 10:11:482022-03-02 13:31:15Shocking Revelations Around Merrill’s CTP Program
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BrokerChalk Editor2022-02-18 14:20:022022-02-18 14:20:02Merrill Concocts Feeble Recruiting Strategy (but only if you’re a bank broker)