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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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
Ronnie Murad
Sep 8 · advisor move
Dylan Price
Sep 8 · advisor move
John Pham
Sep 25 · team liftout
John Vazquez
Sep 11 · team liftout
Arrivals
M. Dylan Price
Sep 8 · from Truist
Ronald A. Murad
Sep 8 · from Wells Fargo
The Aliaskari Group
Sep 8 · from Morgan Stanley
Jeff Chanin
Sep 23 · from Wells Fargo
Departures
None tracked.
Network coverage
Practice management

Osaic adds $576M Stifel book; founder's daughter cites succession help

Kintra hires a $355 million Commonwealth practice, and Merrill raises its 2027 growth award to $7.5 million in revenue.
The Advisor's Note · Oct 23Merrill raises 2027 growth-award bar to $7.5M and 4 net households
Practice management · Oct 22Merrill raises 2027 growth-award bar to $7.5 million and a net four new households
Recruiting & transitions · Oct 22Merrill to add targeted 2027 advisor bonuses, keeps core grid
Recruiting & transitions · 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
The Advisor's 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
Products & portfolios · Oct 14Morgan Stanley posts $15.2B in alt net flows as wirehouses push alts and AI
Recruiting & transitions · Oct 13Wirehouse recruiting packages reach up to 425% of revenue, Diamond report says
The Advisor's Note · Oct 10Orion quotes vendors up to $20,000 a month for platform data
Recruiting & transitions · Oct 9Diamond report puts employee-model recruiting packages at up to 425% of revenue
Recruiting & transitions · 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
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