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firm

Merrill

In PWD coverage since September 10, 2026 · 16+ stories

+4Talent net · 12 months4 in · 0 out

Observed recruiting events · 12 monthsOn the wire →

Net +4 · 4 incoming events · 0 outgoing events

Sep 8 · advisor move

Sep 8 · advisor move

Sep 11 · team liftout

Sep 25 · team liftout

Arrivals

Sep 8 · from Truist

Ronald A. Murad

Sep 8 · from Wells Fargo

The Aliaskari Group

Sep 8 · from Morgan Stanley

Sep 23 · from Wells Fargo

Departures

None tracked.

PWD coverage

RIA

A WealthManagement.com column argues advisory partnership drift starts when goals diverge

The column looks at ensemble teams whose partners want different next chapters and why the hardest conversation is the one that starts while nothing is broken.

The Close · Sep 30SEC proposes letting advisers charge up to 20% performance fees on private funds

Features · Sep 30BNY Pershing retires Wove, folds it into wealth unit as Fitch lists cash-rate winners

The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives

move · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum

practice · Sep 25A 45-year veteran is selling listening as a credential

Moves · Sep 23RBC builds La Jolla on Bank of America's private bankers

Features · Sep 23Morgan Stanley's credit fund rations exits as its advisors walk

Data · Sep 17Consolidation is clearing one advisor book at a time

the_wrap · Sep 16Creative Planning Now Owns the Consultant Search

move · Sep 16Merrill recruits again while Morgan Stanley makes a capacity pitch

the_wrap · Sep 15The platform buyers set Monday's advisor price

Features · Sep 14The employee channel now trades books, not brokers

Data · Sep 12174 liftouts, 16 breakaways: wealth's unit of trade is now the team

Moves · Sep 11Merrill's $1.2 billion Santa Fe hire buys credentials, not scale

Moves · Sep 10Wirehouse recruiting's $2 billion week stayed inside the channel