Financial Advisors - MarketMinute

Merrill Lynch

Merrill Lynch Intensifies Advisor Recruitment Drive, Nabbing Key Teams from Morgan Stanley in Fierce Wealth Management Talent War

In a significant move signaling an escalating battle for top talent in the wealth management sector, Merrill Lynch (NYSE: BAC) has aggressively ramped up its recruitment efforts, successfully attracting several high-profile financial advisor teams from rival Morgan Stanley (NYSE: MS) throughout 2024 and into 2025. This strategic offensive by Merrill,

Morgan Stanley

High-Stakes Talent War: Morgan Stanley Loses $705M Advisor Team to RBC Wealth Management

In a significant move that underscores the intense competition for top financial advisory talent, Morgan Stanley (NYSE: MS) has seen a prominent team of advisors, The McGrath Group, depart for RBC Wealth Management. This high-profile transition, occurring just yesterday, November 12, 2025, involves a team managing a substantial $705 million

Preferred Stocks

Preferred Stocks Emerge as a Strategic Tool for Financial Advisors in a Shifting Market

New York, NY – November 11, 2025 – In an investment landscape continually seeking both stability and attractive returns, preferred stocks are increasingly gaining traction as a vital instrument for financial advisors aiming to enhance client portfolios. These hybrid securities, blending characteristics of both bonds and common stocks, are being strategically deployed

Wealth Tech

Wealth Tech Innovators of 2025: InvestmentNews Spotlights Firms Revolutionizing Advisor Productivity, Data, and Security

InvestmentNews has unveiled its highly anticipated "5-Star Technology Providers of 2025," an annual recognition that shines a spotlight on 26 leading wealth technology firms at the vanguard of innovation. This prestigious award underscores a critical shift in the financial advisory landscape, where advanced technology is no longer a