Morgan Stanley CEO Ted Pick said fee-based flows remained a “growth space” for the business, while Merrill CFO Alastair Borthwick said high asset management fees offset the NII dip.

CEO Walt Bettinger said asset and revenue attrition levels from the integration of the two firms are below original estimates.

Up the Graph Financial Group, led by Garrick Updegraph, joins from Wells Fargo Advisors Financial Network.

The bank's Asset & Wealth Management segment is becoming a bigger contributor to the firm’s overall growth.

Summit Planning Group is the latest team to move to the independent broker/dealer in response to Osaic's acquisition of Lincoln’s $115 billion wealth business.

Thomas Matthew Crooks was one of several students who appeared in the background of the 2022 ad and was unpaid, BlackRock said.

The team, led by father and daughter Bruce Glenn and Kristina Strickland, joins Summit Financial Networks.