This past week was no different. Scroll down for a list of some of the biggest advisor and executive moves in recent days.

Clearwater, Florida–based Indivisible Partners will launch in the first quarter of 2025, according to its website. The firm was formed on July 2, per its Form ADV, and its creation was announced this ...

A judge's opinion is likely to be cited in scores of arbitration cases in which ex-advisors say they are still owed money ...

Former head of Merrill Lynch Wealth Management John W. Thiel is launching an independent RIA, Indivisible Partners, in the ...

Compare Betterment and Merrill Guided Investing, two top robo-advisors that can assist you with automated investing and learn which one is right for your finances.

Compare Wealthfront and Merrill Guided Investing to learn which of these top robo-advisors is the right one for your automated investing strategy and financial goals.

Shannon Csapilla is a Wealth Management Client Associate at Merrill Lynch. STAMFORD, CT / ACCESSWIRE / October 30, 2024 / Shannon Csapilla, a Wealth Management Client Associate at Merrill Lynch, is ...

Knowing how to serve the financial needs of transgender people and others in the LGBTQ community can be its own “fancy social work,” Linder said, even if it's a less traditional path for helping ...

People often downsize in retirement, but downsizing isn't just about saving money -- though that's certainly part of why ...

The latest addition to the firm's employee advisor arm in Fort Worth, Texas comes with roughly four decades of experience.

Merrill Lynch Wealth Management's advisor compensation ... Graystone institutional management, corporate retirement unit and its corporate cash investment team.