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Tuesday, September 29, 2026The Morning Brief →Sign in
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Jimmy Yip

In PWD coverage since September 25, 2026 · 3 stories
PWD coverage
portfolio

Merrill to charge asset managers up to $1.4 million for data and shelf fees

The wirehouse's updated Form ADV filings tell clients that paying for data analytics gives it a financial incentive to recommend third-party managers' products over those that do not pay.
move · Sep 28UBS hires Merrill’s John Pham and Jimmy Yip, a $7.5 million Silicon Valley team
Moves · Sep 25Raymond James's employee arm is now the independence trade
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