Morgan Stanley Snags $700M Merrill Advisor Group

Published on January 31, 2025

The Zelin Group and its five advisors made the move after the lead partner, Jonathan Zelin, had been with Merrill for more than seven years.

Continue reading on website
Other news

N.J.-Based Yorkville Advisors Affiliate Tapped as RIA for Trump Media’s Truth.fi

January 31, 2025
The investment manager, who will advise on investments and financial products for Truth.fi, has a prior relationship with Trump Media and beat out SEC allegations of falsifying investment results in 2018.

How Can Your Clients Have More To Give to Charity?

January 31, 2025
Planning charitable gifts? Don't forget non-cash contributions.