Have any questions? 800-685-2384 or info@advisorbox.com

Perspective & Insight. Insightful Perspective.

June 19, 2018

Will Merrill Lynch and Wells Fargo Advisors

Exit Protocol Just Days Apart?

There continues to be speculation in recruiting circles on when Merrill Lynch will pull out of Broker Protocol. Both Merrill and Wells Fargo Advisors (WFA) have projected they will remain in Protocol, for the time being, but there seems to be more conviction with WFA’s desire to stay in protocol than Merrill’s. The problem, of course, is that when, or if, Merrill decides they will exit protocol, it is very likely their advisors will only have a few days notice to do anything about it.

On November 21st we predicted UBS would be out of Protocol within the same month and by December 1st they officially were. In the same article, we wrongly predicted Merrill would pull out of Protocol in December. While the December prediction was off, we continue to think (and we know we aren’t alone) that Merrill intends to pull out of Protocol this year. It has been like watching a fire drill in slow motion this year.

What Advisor MVPs Think of your Recruiting VIP and HOV

Leverage External Financing to Build your Own Ensemble

Advisors See SBA Loan Variable Rates Increase Again

Your Photo Might be Scaring Clients Away Before Your Personality has a Chance To

Previous BluePaper Bullets

BluePaper Bullets Week of 05/15/18

BluePaper Bullets Week of 04/22/18

BluePaper Bullets Week of 04/01/18

BluePaper Bullets Week of 03/18/18

BluePaper Bullets Week of 03/04/18

BluePaper Bullets Week of 01/28/18

BluePaper Bullets Week of 12/13/17

BluePaper Bullets Week of 12/06/17

BluePaper Bullets Week of 11/26/17

BluePaper Bullets Week of 11/19/17

BluePaper Bullets Week of 11/12/17

BluePaper Bullets Week of 11/05/17

BluePaper Bullets Week of 10/29/17

BluePaper Bullets Week of 10/08/17

BluePaper Bullets Week of 10/01/17

BluePaper Bullets Week of 9/25/17

BluePaper Bullets Week of 9/18/17

BluePaper Bullets Week of 9/04/17

BluePaper Bullets Week of 8/14/17

BluePaper Bullets Week of 7/31/17

BluePaper Bullets Week of 7/17/17

BluePaper Bullets Week of 6/26/17

BluePaper Bullets Week of 6/19/17

BluePaper Bullets Week of 6/12/17

BluePaper Bullets Week of 6/05/17

BluePaper Bullets Week of 5/29/17

BluePaper Bullets Week of 5/22/17

BluePaper Bullets Week of 5/15/17

BluePaper Bullets Week of 5/08/17

BluePaper Bullets Week of 5/01/17

BluePaper Bullets Week of 4/24/17

BluePaper Bullets Week of 4/17/17

BluePaper Bullets Week of 4/10/17

BluePaper Bullets Week of 4/03/17

BluePaper Bullets Week of 3/27/17

BluePaper Bullets Week of 3/20/17

BluePaper Bullets Week of 3/13/17

BluePaper Bullets Week of 3/06/17

BluePaper Bullets Week of 2/27/17

Disclaimer: All the information on this website is published in good faith and for general information purpose only. Advisorbox does not make any warranties about the completeness, reliability and accuracy of this information. Any action you take upon the information you find on this website (Advisorbox.com), is strictly at your own risk. Advisorbox will not be liable for any losses and/or damages in connection with the use of our website. If you require any more information or have any questions about our site’s disclaimer, please feel free to contact us by email at info@advisorbox.com.