Bank of America-Merrill

• BDs Share Latest FA

  By Janet Levaux  |  April 29, 2013

  In early April, Baird said it recruited a team of seven employee advisors with about $770 million in client assets from Wells Fargo in Houston, while Royal Alliance announced that it added two independent teams in Chicago and Salt Lake City with combined assets of more than $400 million and...

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  Morgan Stanley Adds 9 Merrill, Wells & JPMorgan Advisors

  By Janet Levaux, AdvisorOne  |  April 8, 2013

  In addition, the wirehouse says it has picked up 10 UBS reps in past 5 weeks.

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  Morgan Stanley Nabs CNBC’s Kaminsky

  By Janet Levaux, AdvisorOne  |  March 12, 2013

  Meanwhile, Merrill confirms that Raphael Zagury has left its structured products group.

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  Recruiting Roundup: FAs Join Morgan Stanley, Depart for Baird

  By Janet Levaux, AdvisorOne  |  February 27, 2013

  Meanwhile, Janney grabs advisors from Merrill Lynch and UBS.

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  Merrill Loses Four Advisors to Wells Fargo

  By Janet Levaux, AdvisorOne  |  June 20, 2012

  The departures come on the heels of news that BofA is selling some operations to Julius Baer and firing some U.S. Trust managers.

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  Merrill’s Latest Ads: The Bull Is Back

  By Janet Levaux, AdvisorOne  |  June 15, 2012

  Bank of America-Merrill Lynch aims to boost its image as a source of strength during unstable times.

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  UBS Nominates Board Members; Grabs Advisors From BofA, Morgan

  By Janet Levaux, AdvisorOne  |  February 6, 2012

  The recruited reps come from Bank of America and Morgan Stanley with about $3 billion in assets and $18 million in production.

• McCann Is Top UBS Americas Exec

  By Janet Levaux, AdvisorOne  |  December 26, 2011

  UBS recently made Bob McCann head of UBS’ operations in the Americas and reassigned Philip Lofts to the post of chief risk officer for the Swiss-based firm. Maureen Miskovic, who had been chief risk officer for UBS since early 2010, left the firm.

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  UBS Grabs $1.9M Merrill Producer

  By Janet Levaux, AdvisorOne  |  December 6, 2011

  Barry Mitchell joins UBS in New York from BofA-Merrill Lynch, where he managed about $290 million in assets.

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  BofA Adds 38 Advisors to Merrill Edge

  By Janet Levaux, AdvisorOne  |  August 31, 2011

  Bank of America has hired 38 Merrill Edge advisors serving mass-affluent clients in and around Washington, D.C., Baltimore and Philadelphia. The hiring is part of BofA-Merrill’s plan to nearly double the number of Financial Solutions Advisors to 1,000-plus by year-end.