Investment strategist is expected to provide research support to brokers Rockefeller hopes to hire from big-firm rivals.
Rogers is the latest in a series of departures of senior managers from Bank of America’s high-net-worth wealth units
In another wirehouse-to-wirehouse rondo, UBS hires husband-wife team in Indianapolis from Merrill weeks after losing big producers in California to Morgan Stanley.
RBC Wealth’s recruiting head Michael Parker and Merrill’s Dallas market manager Michael Armondo, each of whom have 24 years of brokerage experience, will join to build Greg Fleming’s enterprise in the Northeast and Texas.
International client says he did not get a fair hearing because a public arbitrator was reclassified as “non-public” midway through the case.
Former Merrill and Morgan Stanley executive Greg Fleming continues to build his operation with the help of his former teammates.
Most popular stories from 2/24 – 3/2
The head of Merrill’s brokerage force rushes out memo arguing that the Lynch-less re-branding will “bring to life everything we have to offer across Bank of America and Merrill.”
Banking giant adopts Merrill “sub-brand” for all retail investment businesses, phases out PBIG designation and recasts its traditional trust unit as BofA Private Bank.