The Merrill Lynch Herd continues to head for greener pastures as two large teams depart to UBS.
The story line has become a constant refrain as we continue to watch top…
Merrill Lynch seems to be playing an ugly game of “Taureau, Taureau” with its top wealth management teams and financial advisors. Adapt to the new strident culture or don’t. It’s…
You know the old saying on Wall Street “the trend is your friend?’’ Well, that is certainly the trend at Merrill/BOA. Or should we call it when it was, Merrill…
The dust is yet to settle for Merrill in DC. Last week they lost a $600M team, today Mikail Qazi and Tim Martin have decided to join UBS Private Wealth.
Mikail…
As a years-long exodus from Merrill Lynch seems to continue unabated, one recruiting firm has emerged as a leader amongst those seeking to find greener pastures across the wealth management…
Recent developments have brought Purshe Kaplan Sterling Investments (PKS) into the spotlight for all the wrong reasons, raising serious concerns about their practices and stability. In the complex world of…
There really should be memes created in honor of Andy Sieg. If there was ever a bigger corporate shill for a brand now owned by its banking overlord - it’s…
COVID-19 quickly became a politically charged topic as it found its way into every corner of our lives. We aren’t here to talk politics, but rather the realities faced by…