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Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Monday, September 21, 2026The Morning Brief →Sign in
asset manager

Third-party asset managers on Merrill's platform

In PWD coverage since September 21, 2026 · 1 story
+3Talent net · 12 months3 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +3 · 3 arrivals · 0 departures
Arrivals
M. Dylan Price
Sep 8 · from Truist
Ronald A. Murad
Sep 8 · from Wells Fargo
Mehrak Aliaskari
Sep 8 · from Morgan Stanley
Departures
None tracked.
PWD coverage
practice

Merrill will sell asset managers a map of its advisors' books

The $125,000-to-$860,000 packages price the practice itself, and the advisors who generate the fees are not parties to the trade.
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