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BrokerChalk Editor2021-08-10 08:15:092021-08-10 08:15:57Merrill Culture In Six Words: “Call me on my burner phone…”
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BrokerChalk Editor2021-08-03 09:16:182022-01-26 10:00:51SURVEILLANCE: Sources Confirm That Merrill Lynch And Other Firms Monitor Advisor Bank Accounts For Suspicious Activity
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BrokerChalk Editor2021-07-30 17:49:592022-04-28 18:04:44LEGALESE – Brian Neville Describes Surveillance and Shenanigans As BofA Attempts To Slow Advisor Exodus
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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 Editor2022-06-24 11:52:022022-06-27 12:38:39Another Massive High-Caliber Team Leaves Merrill
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BrokerChalk Editor2022-06-02 10:31:162022-06-24 11:47:28Merrill Lynch Advisors Trust The Gershman Group To Handle Their Transition
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BrokerChalk Editor2022-05-16 17:00:312022-06-24 11:47:16Merrill Lynch’s Andy Sieg Whistles Past The Graveyard On Advisor Recruiting
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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’