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Registered Rep.
March 1, 2006
Kevin Burke |
Got Conflicts? A new business model seems to be gaining popularity: retail brokerages spinning off their asset-management businesses but retaining a minority stake.   |
Registered Rep.
October 2, 2006
Kevin Burke |
Merrill Hands Over Mutual Fund Reins to BlackRock BlackRock, the nation's third-largest bond fund manager, said it has completed its takeover of the asset-management arm of Merrill Lynch; the union is one of the world's largest asset managers. |
Registered Rep.
January 31, 2006
Kevin Burke |
Merrill Goes to School for a New Fund Name Beginning in May, the company said its U.S. retail products will be offered under the Princeton Portfolio Research & Management brand, affecting about $223 billion in mutual funds and separately managed accounts. |
Registered Rep.
April 1, 2006
Kevin Burke |
60 Seconds with...Bob Doll The president and CIO of MLIM, who will become vice chairman, CIO of global equities and chairman of the private client operating committee at BlackRock when the merger with Merrill Lynch goes through, discusses the anatomy of the deal. |
Registered Rep.
February 13, 2006
Kristen French |
Merrill, BlackRock Deal Near Merrill Lynch is close to doing what Morgan Stanley could not: acquire a large stake in BlackRock, the stellar bond funds house, in a deal that would create a $1 trillion money manager. |
Registered Rep.
August 1, 2005
Kristen French |
Next Year's Model If the one-stop shop is out, what new formula will take its place? In many ways, the Citi/Legg Mason swap looks like an ideal prototype. The thing is, a swap like that is not likely to be repeated. |
The Motley Fool
December 29, 2006
Michael Leibert |
Previewing 2007: BlackRock Investors might find BlackRock to be a disappointing investment next year after the firm delivered such a healthy 35% total return year to date. |
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. |
Registered Rep.
July 1, 2004
Will Leitch |
The End of the World as We Know It? Is the traditional model for securities houses --- investment banking, research, asset management, retail brokerage all coexisting under one roof --- more trouble than it's worth? |
BusinessWeek
November 26, 2007
Mara Der Hovanesian |
Why Not Larry Fink Laurence D. Fink foresaw the mortgage crisis and was a contender to succeed Stan O'Neal. Then Merrill passed him over. |
Registered Rep.
February 2, 2006
Kevin Burke |
Tangled up in Ivy: Merrill's Princeton Problem Princeton University is steamed at Merrill Lynch for rebranding its captive mutual-fund operation Princeton Portfolio Research & Management, as the giant investment bank and brokerage attempts to find a wider market for its lineup of 108 funds. |
The Motley Fool
October 18, 2007
Matt Koppenheffer |
Solid as a BlackRock The investment firm reported strong third-quarter earnings. |
Registered Rep.
September 18, 2006
Kevin Burke |
Sun Life Attracts Suitors in Effort to Unload MFS MFS Investment Management, long rumored to be on the auction block due to lagging profit margins, middling performance and increasing regulatory demands, could be mere days away from a blockbuster merger with another large asset-management firm. |
The Motley Fool
May 1, 2007
S.J. Caplan |
BlackRock's Rocky Roll Wall Street is not impressed as asset-manager BlackRock reports earnings. |
BusinessWeek
February 27, 2006
Gene G. Marcial |
BlackRock's Sale Will Line PNC's Pockets PNC Financial Services Group is a big winner in the deal between Merrill Lynch and investment manager BlackRock. |
BusinessWeek
February 27, 2006
Mara Der Hovanesian |
Money Managers On The Block Banks and brokerages are selling, and plenty of deep-pocketed bidders await. |
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. |
The Motley Fool
June 27, 2007
Tom Taulli |
BlackRock Sees Green in Hedge Funds BlackRock is ramping up its alternative investment business. The company will purchase the fund-of-hedge-funds business of Quellos Group for $1.7 billion. |
Registered Rep.
January 23, 2006
Kristen French |
Morgan and BlackRock: Another Asset Swap? Rumors swirled late Friday and Monday that Morgan Stanley, the struggling Wall Street powerbroker, was looking to takeover BlackRock, the successful institutional money manager. |
Registered Rep.
February 2, 2006
Kristen French |
Morgan, BlackRock Talks Reportedly Off Alleged takeover talks between Morgan Stanley and institutional money manager BlackRock have reportedly been called off due to a runup in BlackRock's stock price. |
The Motley Fool
October 23, 2006
Alex Dumortier |
Merrill Brings Home the Bacon The firm's solid third-quarter performance comes as no surprise to investors. |
The Motley Fool
July 20, 2007
S.J. Caplan |
BlackRock Looking Like a Jewel The hot asset manager reports sparkling earnings. Investors, take note. |
Registered Rep.
December 27, 2005
Stan Luxenberg |
Merrill Funds To Change Name In the latest move, the Wall Street giant announced that it intends to change the name of Merrill Lynch Investment Management's funds to -- well, that has yet to be determined and won't be until sometime in early 2006. |
Registered Rep.
April 8, 2004
Joan Warner |
Trouble In The House That Purcell Built? After suffering through a cruel bear market, Morgan Stanley has come under regulatory scrutiny and legal fire for practices in several key businesses in the past two years, including mutual fund sales. |
Registered Rep.
September 15, 2008
Kristen French |
Merrill Lynch Sells Itself To Bank of America: Update 3 The biggest question, now that BofA has agreed to buy Merrill Lynch, is what Bank of America will do to hold onto Merrill Lynch's dearest asset -- its approximately 17,000 financial advisors. |
BusinessWeek
July 4, 2005
Aaron Pressman |
BlackRock Breaks Out Of Its Bonds BlackRock is one of the largest bond-fund managers in the world. It diversified into equities by buying State Street Research & Management from MetLife, but investors may still turn against BlackRock's stock if market for bonds heads south. |
Registered Rep.
August 1, 2006 |
Ten To Watch 2006 The Innovator: Rob Arnott, Chairman, Research Affiliates... The Manufacturer: Larry Fink, Chairman and CEO, BlackRock... The Watchdog: Mary Schapiro, Chairman and CEO of NASD... etc. |
Registered Rep.
January 1, 2006
Stan Luxenberg |
Housewarming Come April, Merrill Lynch will remove its famous name from the brokerage's own funds to relaunch them under a new (as yet to be determined) name to compete on their own. But all the major wirehouses have struggled to sell their proprietary mutual funds. |
Registered Rep.
October 1, 2010
John Aidan Byrne |
Who Will be Number One Among the Wirehouses? A good old-fashioned Wall Street fight for retail assets -- and a fierce tussle over which firm can call itself the Number One retail wealth management firm on Wall Street -- is brewing. |
The Motley Fool
July 20, 2006
Alex Dumortier |
Merrill's Bull Stampeding Nearly all of Merrill's business lines showed strength and the firm seems to have navigated smoothly through a choppy market. That ought to keep investors running with this bull for now. |
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. |
The Motley Fool
September 16, 2010
Andrew Bond |
This BlackRock Is Shining The asset manager sits in the financial industry's sweet spot. |
Registered Rep.
August 25, 2006
Kevin Burke |
Merrill Fighting Back Against Recent Defections The recruiting war for top brokers remains fierce. The latest evidence of the fight to win million-dollar producers involves the industry's biggest firms. |
Registered Rep.
May 1, 2006
Kevin Burke |
Failure to Launch Last year, Merrill Lynch's deal to buy Advest was regarded as a savvy transaction. Eight months later, with about 100 reps left, the deal math looks considerably worse. But Merrill may soon have an opportunity to see if it can do better. |
Registered Rep.
July 1, 2005
Kristen French |
Apres Purcell--Le Spinoff? Now that Morgan Stanley's CEO has given up, the future of the old Dean Witter organization is in question. Morgan Stanley remains under pressure to improve profitability and its stock price. |
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. |
The Motley Fool
January 11, 2010
Jennifer Schonberger |
10 Predictions for the Next Decade BlackRock's Bob Doll shares his outlook for the market's next 10 years. |
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. |
BusinessWeek
December 9, 2010
Kolhatkar & Bhaktavatsalam |
The Colossus of Wall Street Bestride the bond and equity markets, counseling the Treasury and the Fed, BlackRock CEO Larry Fink is the most influential man you've never heard of. |
The Motley Fool
August 27, 2004
Tom Taulli |
BlackRock Gets a Piece of Met In the asset management business, to stay competitive companies such as BlackRock need to bulk up on assets by purchasing other companies. |
The Motley Fool
January 23, 2006
Stephen D. Simpson |
Maybe a Bull Case for Merrill Lynch This large broker-dealer is doing well, but further operating improvements could make it a bargain for investors. |
BusinessWeek
June 28, 2004
Emily Thornton |
Mutual Funds: The Cost Of Full Disclosure With Securities & Exchange Commission Chairman William H. Donaldson pushing for new rules aimed at providing greater safeguards for mutual-fund investors, brokerages worry that implementing them will cost billions of dollars. |
Financial Advisor
December 2007
Andy Gluck |
What The Tech Deals Mean To You Nearly a decade since the first Internet applications for advisors appeared, we are seeing their adoption and acceptance in all corners of the industry. What does it mean now? |
Registered Rep.
January 6, 2009 |
Merrill's McCann Clashed With Thain Bob McCann, a popular Merrill veteran who led the firm's 16,850-person "thundering herd" of brokers, has resigned. |
Registered Rep.
March 4, 2009
David A. Geracioti |
The Conflicts of Interest in Not Being a Fiduciary; Hang Charlie Merrill In Effigy? At least one commentator is calling for Charlie Merrill to be hung in effigy for creating the modern-day, hard-charging, sales-oriented brokerage called Merrill Lynch. |
Registered Rep.
April 1, 2007 |
Hot Potato: Asset Manager Deal Boom Last year was a blockbuster for merger-and-acquisition activity in the asset-management sector -- buyers spent nearly $44 billion to purchase 191 firms managing more than $2.6 trillion, according to a recent research report. |
Registered Rep.
June 10, 2005
Kristen French |
On the (Acquisition) Warpath Merrill Lynch is hungry to buy companies. |
Registered Rep.
February 1, 2006
Kevin Burke |
Hired and Fired Up The biggest brokerage businesses are showing that even in a modest market upswing they now have in place a strategy for delivering stronger and steadier sales and earnings growth. |
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. |
Registered Rep.
April 1, 2005
Will Leitch |
Indie Research (A Non-Event So Far) When the Wall Street research scandal drew to its close last July, many reps wondered how it would change their lives. In addition to coughing up millions of dollars in fines, the firms agreed to new rules on how sell-side research would be conducted and presented to clients. |
