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Advisors on the Move: Merrill Grabs Team With $3.5B
Credit Suisse saw some of the biggest recruitment losses this month after two of its teams that managed a combined $4.5 billion in client assets left for UBS and Merrill Lynch. In the larger of those two moves, Merrill picked up three advisors who oversaw $3.5 billion. Meanwhile, Merrill felt some pressure of its own after seven advisors who oversaw a combined $3.3 billion in AUM went independent with Dynasty Financial Partners.

See these and all the latest recruiting moves by clicking through our slideshow.

See these and all the latest recruiting moves by clicking through our slideshow.


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