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

BEST PRACTICES A former Merrill Lynch financial advisor team that oversaw $700 million left the company to join Morgan Stanley The Zelin Group joined Morgan Stanley in New York on Jan. 24. The team ...

J.P. Morgan Self-Directed Investing charges no commissions and offers a highly integrated app, which makes it a solid choice for individuals who want to trade their own investments — especially ...