Wealth and Asset Management
Brokers Managing $3.3 Billion Take Flight from Merrill Lynch
Seven Merrill Lynch advisers who managed $3.3 billion for investors have left to form their own independent advisory practice, the latest defection from the brokerage’s elite client group. The advisers worked in Merrill’s ultrawealthy client unit known as the Private Banking and Investment Group, which caters to individuals with $10…
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Click here to read the full story: The Wall Street Journal