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Merrill Lynch has sidelinedone of its top Kentucky brokers who leads an eight-person team in Louisville, according to two sources familiar with the matter. Charles Thomas “Todd ...In the more recent move, the UBS team’s five advisors, who were based in Coral Gables, had produced a collective $15 million in annual revenue at UBS, according to NewEdge Wealth CEO Robert Sechan.July 5, 2022. Jennifer A. Marcontell, Edward Jones' top broker by assets, took her $1.7 billion-AUM practice to Ameriprise Financial on Friday. Edward D. 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AEF Launches Upgraded Platform for Donor-Advised Fund Giving. 2. What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance ... AdvisorHub - Deal Structures for Financial Advisors When Switching Firms AdvisorHub: Get Exclusive to Wealth and Management AdvisorHub: Your source for wealth and management-backed deals and insights. BofA CEO Calls for More Advisors, Cross-Selling at Wealth Unit. February 21, 2024. Merrill Signs JPMorgan Private Banker Managing Nearly $9 Billion in Los Angeles. February 12, 2024. Apr 14, 2023 · Ex-UBS Group AG veteran Tom Naratil has held talks about returning to the bank as part of a broader outreach by chief executive officer Sergio Ermotti, people with knowledge of the matter said ... UBS Group AG agreed to buy Credit Suisse Group AG in a historic, government-brokered deal aimed at containing a crisis of confidence that had started to spread across global financial markets. 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