A Daily Network publication

firm

Merrill

In network coverage since October 8, 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 25 · team liftout

Sep 11 · 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.

Network coverage

practice

Merrill raises 2027 growth-award bar to $7.5 million and a net four new households

The firm leaves its core grid unchanged and replaces the $150 million Elite Award with three categories that each pay a 50% premium to the growth award.

move · Oct 22Merrill to add targeted 2027 advisor bonuses, keeps core grid

move · Oct 19Phil Scott, Jim Atwood launch self-funded RIA with $18.6 billion

Moves · Oct 18Rockefeller Global Family Office adds $1.2 billion Truist team in Naples

The Close · Oct 17Wells Fargo adds $900 million in recruits; Janney lands $3.3 billion Raymond James team

Features · Oct 17Merrill adds $1.2B UBS team in Santa Fe; Glassel and Fox to join &Partners

advisor_note · Oct 15Morgan Stanley reports $15.2 billion in alternative net flows

Features · Oct 15Captrust adds $3B Truist team; Chris Hoge says equity part of deal

portfolio · Oct 14Morgan Stanley posts $15.2B in alt net flows as wirehouses push alts and AI

move · Oct 13Wirehouse recruiting packages reach up to 425% of revenue, Diamond report says

advisor_note · Oct 10Orion quotes vendors up to $20,000 a month for platform data

move · Oct 9Diamond report puts employee-model recruiting packages at up to 425% of revenue

move · Oct 8Wirehouses shed a net 517 experienced advisors in the first half of 2026

The Close · Oct 8Wirehouses shed 517 advisors net in H1 2026 as 41 large teams leave

advisor_note · Oct 8Merrill, Morgan Stanley, UBS, Wells Fargo lose net 517 experienced advisors in H1 2026

move · Oct 8Big four wirehouses lost a net 517 experienced advisors in first half of 2026

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.