firm
Merrill
In PWD coverage since August 18, 2026 · 1 story
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Arrivals
None tracked.
Departures
Global Corporate and Institutional Advisory Services (GCIAS) team
Aug 14 · to OpenArc
PWD coverage
exit
Cerulli: One in Four Retiring Advisors Face Succession Uncertainty
With a third of advisors set to retire in the next decade, succession-ready talent will decide who sells on their own terms.