So much for Dry January. It has been big news and continuation on a larger theme that top advisory teams, including Merrill Lynch lifers, are bleeding out of the firm…
2023 will go down in history as the biggest year of financial advisor moves to date. The winning firm for the most departures was hands-down Merrill Lynch, a trend expected…
Financial advisors work hard to earn the trust of their clients, and as Haig Ariyan formerly of Raymond James, now of ARAX states “advisors own the client relationships, not the…
Advisors are fleeing Merrill Lynch in unprecedented numbers, a trend closely tracked by The Gershman Group through a dedicated portal. This article aims to provide a comprehensive update on this exodus.…
Merrill Lynch, once a formidable force, is now witnessing a steady outflow of key teams, despite the efforts of Andy Sieg, Lindsay Hans, and Eric Schimpf. The most recent departure…
Leadership is a constant test, and when Eric Schimpf and Lindsay Hans stepped into the shoes of Merrill Lynch's top brass as co-presidents of the wealth management division, many of…
There’s been so much movement of advisors lately trying to find the best cultural fit for themselves and their clients. We’ve spoken at length about FRB advisors on the move,…
In recent times, advisors at various large firms have been grappling with a significant rise in surveillance and compliance measures. These measures encompass the monitoring of every action taken by…