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Sunday, August 23, 2026The Morning Brief →Sign in
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Merrill Lynch

In PWD coverage since August 14, 2026 · 7 stories
1Deals on our tracker
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Arrivals
None tracked.
Departures
Rahul Shah
Aug 19 · destination pending
Global Corporate and Institutional Advisory Services (GCIAS) team
Aug 14 · to OpenArc
Deal recordFull tracker →
Jul 21, 26Fund launchWellington Management · Blackstone · Bank of America · Vanguard Group
PWD coverage
Moves

Citi taps MSCI's Kokolis to head platform experience

The platform-experience mandate puts the front door of Citi's wealth platform at the center of the distribution war.
Deals & PE · Aug 21VastAdvisor's three insider backers are the deal
move · Aug 18The Foreman Rial Group's wirehouse jump is a pricing lesson
move · Aug 18A $14 million Merrill team jumps to Rockefeller in Ohio
advisers · Aug 18OpenArc launches independent provider search for plan sponsors
Moves · Aug 16Merrill's $129 billion institutional team breaks away to OpenArc
RIA · Aug 14Vanguard's private-fund launch bypasses RIAs for Merrill, BofA
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