Worst management move: A $2.3-billion third-quarter net loss and $8.4 billion, mostly in sub-prime and CDO write-downs. It was a record-breaking year for Merrill Lynch. The firm recorded the worst ...
Merrill Lynch has been ordered to reimburse customers approximately $1.5 million due to supervisory lapses that led to avoidable fees on more than 2,000 accounts. In an AWC published Monday, Finra ...
Big-name defections from Morgan Stanley, UBS, and Merrill Lynch headline a busy two weeks of recruiting for the wirehouse.
Like many firms that have gone through rounds of mergers, acquisitions and changes in corporate directives and executive priorities, Merrill Lynch Wealth Management found itself tangled up in a ...
The latest wealth managers Wells Fargo has recruited to its independent channel continue to build out its presence in Long ...
Ten years after the financial crisis, Bank of America is phasing out the Merrill Lynch brand. Bank of America said Monday that it will no longer use the Merrill Lynch name for its investment banking ...
Broker-dealer Merrill Lynch has agreed to pay a total of $12 million in fines to regulators for failing to file about 1,500 suspicious activity reports over more than a decade. Under U.S.
Bank of America's wealth-management arm says it values client associates, the staffers who help run financial advisors' practices. So why are so many feeling fed up? Merrill Lynch has made a name on ...
Merrill Lynch launched a new quiz to give personalized advisor recommendations. Potential clients answer quirky questions such as whether they would DIY a complicated home repair. COO Kristin Hill ...
Merrill Lynch Advisor Uses Discipline Learned In Religious School To Manage $1.8 Billion For Clients
Forbes Rankings: Best-In-State Wealth Advisors, Top Next-Gen Wealth Advisors, Top Next-Gen Wealth Advisors Best-In-State Background: Katz, 39, has been with Merrill Lynch since he was 19 years old as ...
Background: Born in New York City, Stacee Crittenden spent most of her childhood in Nassau, the Bahamas. A history major and political science minor at Spelman College, she then graduated from ...
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