Merrill Lynch

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  Merrill Reinvents Training; Clearing Firms Get Social: April Research—Slideshow

  By Editorial Staff  |  April 1, 2013

  The cover story of the April issue of Research takes an in-depth look at Merrill Lynch Wealth Management's revamped training program. A feature article examines the clearing industry's efforts to move beyond its traditional transaction focus.

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  Wirehouses, IBDs Post Final Recruiting Wins, Losses of 2012

  By Janet Levaux, AdvisorOne  |  December 20, 2012

  Morgan Stanley, Merrill Lynch and other firms saw a number of advisors come and go at year end.

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  BofA-Merrill New Comp Plan: Good News, Bad News for Advisors

  By Janet Levaux, AdvisorOne  |  December 17, 2012

  “There is a revision to the bonus plan that could make it actually harder to earn the initial amounts,” said a compensation consultant.

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  RIA Washington Wealth Adds Two Teams, Hits $1B in Recruited Assets

  By Janet Levaux, AdvisorOne  |  December 5, 2012

  The independent hybrid RIA is led by ex-wirehouse reps and uses LPL Financial as a broker-dealer.

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  Morgan Stanley Nabs $5.5 Million Producers From Merrill, Barclays

  By Janet Levaux, AdvisorOne  |  December 4, 2012

  The eight financial advisors also have nearly $780 million in combined client assets

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  Merrill Lynch Pushing More Online Content Via Flipboard

  By Janet Levaux, AdvisorOne  |  November 20, 2012

  Bank of America wants its advisors to connect to clients and prospects on mobile devices as much as possible

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  Recruiting Roundup: Wells Adds 31 FAs With $3.5 Billion

  By Janet Levaux, AdvisorOne  |  November 16, 2012

  LPL, Raymond James and Securities America also grab reps from rivals.

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  Barclays Recruits 18 Advisors; Morgan Stanley Adds 1; LPL Group Brings on Wells Team

  By Janet Levaux, AdvisorOne  |  November 7, 2012

  The new Barclays advisors come from many wirehouse and other firms with close to $40 million in yearly fees and commissions, as well as about $9.4 billion in assets.

• SIFMA Elects New Officers to Municipal Securities Division

  By Melanie Waddell, AdvisorOne  |  November 2, 2012

  Stratford Shields of Morgan Stanley & Co. will serve as division chair, and Frank Fairman of Piper Jaffray & Co. and David Stephens of Bank of America Merrill Lynch & Co. will serve as vice chairs.

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  Morgan Stanley Tops Earnings Estimates, Boosts Asset Flows

  By Janet Levaux, AdvisorOne  |  October 18, 2012

  Its advisor count, though, drops by 5% from last year; average production is up but trails that of Merrill Lynch.