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Registered Rep.
October 24, 2007
John Churchill
Merrill Earnings Ugly, But Brokerage Is The Sweet Spot Stan O'Neal opened Merrill Lynch's earnings call by not beating around the bush: The firm had a net loss of $2.3 billion, due largely in part from $7.9 billion in write-downs related to exposure to sub-prime mortgages and collateralized debt obligations. mark for My Articles similar articles
Registered Rep.
October 30, 2007
David Geracioti
A Nice Retirement? Could Have Been Better Stan O'Neal, the recently "retired" CEO of Merrill Lynch, didn't receive his anticipated $29.5 million severance package, but he may still may be laughing his way to the bank -- and his next position. mark for My Articles similar articles
Registered Rep.
July 1, 2006
Merrill Eyeing Banking for Small Business Merrill Lynch CEO Stanley O'Neal says the firm could purchase a consumer bank as part of a strategy to make his firm's retail brokerage operation more attractive to small business clients. mark for My Articles similar articles
Registered Rep.
October 26, 2007
David Geracioti
O'Neal Rumored To Be On the Chopping Block Apparently Merrill Lynch has been gorging itself on risk. And, it may cost CEO Stan O'Neal his job. Merrill's shares are down by about 35% this year. mark for My Articles similar articles
Registered Rep.
June 6, 2005
Kristen French
Gorman's New Job at Merrill: Demotion or Promotion? The leadership change was welcomed by brokers but is unlikely to shake things up at the brokerage unit. mark for My Articles similar articles
BusinessWeek
November 26, 2007
Maria Bartiromo
John Thain on His New Job as CEO of Merrill Lynch John Thain talks about his appointment as CEO of Merrill Lynch. mark for My Articles similar articles
Registered Rep.
March 10, 2006
Halah Touryalai
Stan O'Neal Meets Black Brokers; Gets Criticized for Being Sexist While Merrill Lynch executives strive to settle a class-action lawsuit alleging systemic racism on the part of the firm, when news got around that CEO Stan O'Neal, who is black, personally attended one meeting with litigants, charges of sexism abounded. mark for My Articles similar articles
Registered Rep.
February 10, 2009
In First Media Interview, McCann Says Resignation Was At A "Logical Time" In his first interview since leaving Merrill Lynch, Robert J. McCann says he maintains good feelings for both Merrill Lynch and the timing of his departure. mark for My Articles similar articles
Registered Rep.
October 21, 2004
Will Leitch
Merrill's O'Neal Speaks: Some Regulatory Action Politically Motivated In a rare public appearance, Stan O'Neal, chairman and CEO of Merrill Lynch, took indirect aim at regulators -- and perhaps even New York State Attorney General Eliot Spitzer in particular. mark for My Articles similar articles
Registered Rep.
October 30, 2007
Christina Mucciolo
O'Neal Gone: Reps Apathetic, Analysts Say Get Back To Basics If you work at Merrill, enjoy the cloak-and-dagger board room fight. In reality, things aren't so bad. The bottom line: Merrill ought to stick to what it is good at -- retail brokerage. mark for My Articles similar articles
Registered Rep.
June 1, 2005
60 Seconds with Bob McCann The Vice Chairman of Merrill Lynch's Wealth Management Group talks about the brokerage giant's hiring plans and other current initiatives. mark for My Articles similar articles
The Motley Fool
June 30, 2008
Alex Dumortier
Merrill Apes Goldman ... Again Merrill Lynch will create a senior executive role responsible for all European businesses in a move that mimics Goldman Sachs' hierarchy. mark for My Articles similar articles
Registered Rep.
April 13, 2004
David A. Gaffen
Merrill Reports Record Quarter Merrill Lynch reported earnings of $1.3 billion for the first quarter of 2004, a 95 percent increase from the same period a year ago. mark for My Articles similar articles
Registered Rep.
June 21, 2006
Kevin Burke
Merrill Eyeing Overseas Wealthy, Banking for Small Business Merrill Lynch, on the prowl for strategic acquisitions, may look overseas for its next purchase in an effort to bolster its wealth-management business. mark for My Articles similar articles
Registered Rep.
March 16, 2012
Kristen French
Due Diligence: Merrill Cost-Cutting Centers on Client Segmentation, Less Bureacracy Merrill Lynch financial advisors can expect Bank of America cost-cutting to take the form of greater client segmentation and reduced bureaucracy, said John Thiel of Merrill Lynch mark for My Articles similar articles
Registered Rep.
January 26, 2006
Kevin Burke
Merrill Awards O'Neal $20.6 Million in Stock Merrill Lynch CEO Stanley O'Neal was once again among the highest paid Wall Street executives in 2005. mark for My Articles similar articles
The Motley Fool
October 26, 2007
Matt Koppenheffer
Quick Take: Is It Goodbye to Stan? Rumors are raging that Merrill's CEO will be ousted. So why would Stan get the boot? Well, the most obvious reason would be the massive losses that Merrill racked up in its third quarter. mark for My Articles similar articles
Registered Rep.
November 15, 2007
Christina Mucciolo
Merrill Stops Squirming, Reps Have Mixed Reviews Previously, Merrill Lynch chiefs have usually been plucked from in house, and were former brokers, convivial and backslapping. By contrast, recently hired CEO John Thain is considered cerebral and not charismatic. mark for My Articles similar articles
Registered Rep.
October 28, 2015
Merrill Lynch: A Simple and Streamlined Approach Merrill Lynch designed Merrill Lynch One, a multi-year, $100 million project that brought together five disparate money management platforms, each with their own fee structure, enrollment process and website. mark for My Articles similar articles
Registered Rep.
July 18, 2007
Kevin Burke
Merrill Reports Strong Revenues, Adds 270 Advisors Merrill Lynch's retail brokerage arm turns in another strong quarter, as fee-based revenue continued to climb to record levels. mark for My Articles similar articles
Registered Rep.
April 16, 2010
Jerry Gleeson
Merrill Advisor Defections Flat In Q1, Profit Falls Profits were down last quarter at Merrill Lynch but the brokerage's performance still helped to lift the fortunes of its new parent, Bank of America Corp. mark for My Articles similar articles
Registered Rep.
August 4, 2009
French & Churchill
Dan Sontag Departs Merrill Lynch Much beloved by Merrill financial advisors, Dan Sontag is stepping down as head of Merrill Lynch Global Wealth Management. mark for My Articles similar articles
Registered Rep.
March 12, 2004
John Churchill
Merrill Rewards CEO for Record Profits According to the company's 2004 proxy statement, O'Neal's massive compensation is due to the company's superior performance in 2003. Merrill tallied $4 billion in profits and improved revenue during tough market conditions. mark for My Articles similar articles
Registered Rep.
November 5, 2007
Christina Mucciolo
Fink offered O'Neal's post The Board of Directors of Merrill Lynch has offered the position of CEO and Chairman to BlackRock's Chairman and founder Larry Fink, according to CNBC. mark for My Articles similar articles
Registered Rep.
November 9, 2004
David A. Gaffen
Mulholland Leaves as Co-Head of Merrill's U.S. Group Bob Mulholland, second-in-command in Merrill Lynch's brokerage unit, has surprisingly left the firm for retirement. mark for My Articles similar articles
Registered Rep.
June 6, 2006
Halah Touryalai
End of Settlement Talks Bring Students to Protest Against Merrill Lynch African-American college students protested in front of several Chicago-based Merrill Lynch offices one day after settlement talks between African-American reps who claim they were discriminated against and Merrill Lynch came to an end. mark for My Articles similar articles
Registered Rep.
September 5, 2002
Rick Weinberg
While O'Neal Speaks, Rumors Fly Merrill Lynch President Stan O'Neal spoke at his firm's financial services conference about the erosion of investor confidence and restoring investor trust. But the buzz was all about a report in a German newspaper that UBS AG had made an offer for Merrill. mark for My Articles similar articles
Registered Rep.
June 11, 2008
Thain + You, Sittin' in A Tree Merrill Lynch CEO John Thain heaps praise upon the wealth management division during an interview. mark for My Articles similar articles
Registered Rep.
October 5, 2009
Kristen French
Merrill Launches Branding Campaign; Recruiting Net Positive The new campaign Monday will cost the firm $20 million in the fourth quarter, the most Merrill has ever spent on marketing. mark for My Articles similar articles
Registered Rep.
April 27, 2011
Jerry Gleeson
Merrill Lynch Names Thiel to Run U.S. Brokerage Thiel, 50, will replace Lyle LaMothe. LaMothe, also 50, said on March 4 that he would retire as head of Merrill Lynch U.S. Wealth Management. mark for My Articles similar articles
Registered Rep.
May 31, 2013
Megan Leonhardt
Sizing Up the Street In the latest earnings cycle, here's how the wirehouses stacked up. mark for My Articles similar articles
Registered Rep.
April 15, 2009
Kristen French
Bank of America Launches Client Referral Program It's one of several referral programs the bank is putting together as part of its integration with Merrill Lynch, including one that would offer leads from the commercial banking division to certain Merrill Lynch advisors. mark for My Articles similar articles
Registered Rep.
September 19, 2006
John Churchill
Merrill's O'Neal to Be Deposed for Discrimination Suit Stanley O'Neal, chairman and CEO of Merrill Lynch, will be deposed as part of the discovery phase in a race-discrimination suit filed by one of the firm's black brokers. mark for My Articles similar articles
Registered Rep.
January 22, 2009
Thain Departs BofA--An $87,000 Rug? Say It Ain't So, John! Client AUMs Fall By 30 Percent In 2008 John Thain, former CEO of Merrill Lynch and the man who engineered the sales of the storied Wall Street firm to Bank of America in September, is leaving the combined firm immediately. mark for My Articles similar articles
Registered Rep.
May 1, 2004
David A. Gaffen
Mother Merrill's Extreme Makeover A 12-year veteran of Merrill Lynch has noticed a pronounced improvement over the years in the way clients perceive him and his colleagues. mark for My Articles similar articles
Registered Rep.
October 22, 2002
Rick Weinberg
Merrill to Reps: Go Get 401(k) Business Merrill Lynch advisors are now going to offer participants in Merrill-run retirement plans specific buy and sell recommendations. Indeed, participants may elect to turn over all investment decisions to Merrill advisors. mark for My Articles similar articles
Registered Rep.
April 15, 2011
Kristen French
Merrill Earnings Strongest Since Bank of America Takeover Bank of America's Global Wealth and Investment Management division, which includes Merrill Lynch, reported its highest earnings since Bank of America's takeover of Merrill in late 2008, as asset management and brokerage fees rose. mark for My Articles similar articles
Registered Rep.
April 20, 2010
Kristen French
Merrill Won't Seek Growth Through Top Tier Advisor Hires Merrill Lynch plans to grow primarily by investing in current advisors and hiring rookies, said Merrill Lynch president of Global Wealth and Investment Management Sallie Krawcheck on Tuesday. mark for My Articles similar articles
Registered Rep.
June 1, 2010
John Aidan Byrne
Bank of America Ramps Up Online Brokerage Bank of America is making a push into electronic brokerage services, a menu that includes free online trading and a new platform called Merrill Edge, set to debut in late June. Some say the new services will steal business from Merrill advisors. mark for My Articles similar articles
Registered Rep.
November 14, 2007
John Churchill
NYSE's John Thain New Merrill CEO According to reports in the online versions of the New York Post and The Wall Street Journal, NYSE Euronext CEO John Thain has accepted the top spot at Merrill Lynch. mark for My Articles similar articles
Registered Rep.
February 9, 2009
David A. Geracioti
Registered Rep. Round Up: Madoff Settles Civil Case, O'Neal's Estate Planning Secrets Revealed The criminal proceedings for Madoff are unaffected, and resume on February 11; Stan O'Neal, the former leader of Merrill Lynch and Robert Nardelli, the CEO of Chrysler LLC, have transferred the deeds of their houses to their wives. mark for My Articles similar articles
Registered Rep.
November 1, 2004
John Churchill
Shaky Third Quarter Gives Advisors Pause The last quarter hasn't been great for retail brokerages. Low trading activity and geopolitical uncertainty kept investors on the sidelines, and advisors are feeling the pinch. mark for My Articles similar articles
Registered Rep.
January 1, 2003
David A. Gaffen
Merrill Takes it To the Bank One of Merrill Lynch's major initiatives in the coming year will be to continue to attract clients to the firm's expanded banking service, known as Beyond Banking. mark for My Articles similar articles
Registered Rep.
July 1, 2004
David A. Gaffen
More Rich People to Serve According to the annual World Wealth Report, prepared by Merrill Lynch and Capgemini, the number of high-net-worth investors worldwide rose to 7.7 million, a 7.5 percent increase, or a net 500,000 people. mark for My Articles similar articles
On Wall Street
April 1, 2010
Howard J. Stock
Back Office Move Has Advisors Up In Arms -- Some Bolt Questions surround what will happen to BAI clients when Merrill moves their accounts from National Financial to Merrill Lynch. mark for My Articles similar articles
Investment Advisor
November 2009
Kathleen M. McBride
Merrill's Big Plans The importance of culture at the organization is what Sallie Krawcheck spoke of at her first press conference as president of Global Wealth Management & Investment Management at Bank of America Merrill Lynch. mark for My Articles similar articles
Registered Rep.
December 1, 2004
David A. Gaffen
Merrill Watching Consolidation with Eyes Wide Open James Gorman, head of Merrill Lynch's private client group, believes the brokerage industry will continue to consolidate in the coming years. mark for My Articles similar articles
Registered Rep.
July 1, 2005
Kristen French
Demotion or Promotion? When Merrill Lynch announced that it would replace James Gorman, head of the firm's brokerage group, with his boss, Robert McCann, tongues wagged: Was Gorman simply moved into a sinecure? Put out to pasture? Or was he moved into a real post with real responsibilities? mark for My Articles similar articles
Registered Rep.
September 8, 2006
Halah Touryalai
Merrill Discrimination Suit Moves Forward After Failed Settlement Talks The racial-discrimination suit against Merrill Lynch is under way again after settlement talks between African-American brokers and the firm came to a halt in early June. mark for My Articles similar articles
Registered Rep.
October 24, 2008
John Churchill
Merrill Retention Is Adequate for Top Dogs, Scanty for Lower-Tier Producers The long-awaited Merrill Lynch retention package has arrived. Not surprisingly, top producers will probably be pleased, but others may not. mark for My Articles similar articles