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Daily Archives: November 20, 2023

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The Thundering Herd Flees to UBS or Independence

Article: News, Article: NotesBy TGGNovember 20, 2023

It’s amazing to think that in 2023 to date, 16 notable teams left Merrill Lynch for UBS, the sum total of assets approximately $14.3 billion. After touring the US noting they “listened to advisors,” Lindsay Hans and Eric Schimpf continue to come up way short despite the bones thrown to advisors in the 2024 comp…

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