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Registered Rep.
October 23, 2007
John Churchill
Pre-Earnings Whisper Not Good for Merrill By announcing the likelihood of a multibillion-dollar write-down in its third quarter a few weeks ago, Merrill Lynch prepared investors for dismal earnings. mark for My Articles similar articles
Registered Rep.
September 1, 2005
John Churchill
She's Baaaack Hydie Sumner, a former broker who successfully sued Merrill Lynch for sexual discrimination, has been trying for seven years to reacquire her job at the firm. Now an arbitration panel has ruled that she can return to Merrill. 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
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.
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.
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.
March 9, 2007
The Legal Battle that just Keeps on Going The former broker who won $2.2 million from Merrill Lynch in a discrimination lawsuit has filed suit again, this time countersuing a former sales manager at Merrill Lynch's San Antonio office. 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.
November 6, 2008
Bank Of America To Sign Protocol, Herd Still Weighing Options Bank of America intends to sign the so-called "broker protocol," an agreement signed by most of the brokerage firms and RIAs stipulating what client information is acceptable for a departing financial advisor to take without getting sued by the former employer. But when? 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.
January 28, 2009
Merrill Cuts Trainees Let the penny pinching commence! Merrill Lynch's training program took a hit yesterday as many of its trainees were shown the door. mark for My Articles similar articles
Registered Rep.
August 24, 2006
John Churchill
Merrill and Hydie Sumner, Still Can't Work it Out Merrill Lynch has apparently decided it's had enough of Hydie Sumner, a former broker who sued the firm successfully in 2004 for sexual discrimination. mark for My Articles similar articles
Registered Rep.
October 14, 2010
Kristen French
Merrill Brokers Had "Good Reason" To Leave, And Got $1.2 ml For It Two former Merrill brokers won $1.167 million in an arbitration award from Merrill Lynch for deferred compensation benefits mark for My Articles similar articles
Registered Rep.
May 14, 2010
John Aidan Byrne
Bank of America Still Ramping Up Merrill Branding Though it recently wrapped up a national advertising campaign for Merrill Lynch, Bank of America continues to ramp up branding of the division, with an extension of the Merrill New York Yankees sponsorship and other activities. 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.
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
InternetNews
November 8, 2005
David Needle
Chip Supply Solid, Merrill Says Semiconductor inventory remains high but flat, according to a report by investment giant Merrill Lynch. mark for My Articles similar articles
Registered Rep.
September 15, 2005
John Churchill
Merrill Gets Advest Cheap Merrill Lynch reportedly paid $400 million for the purchase of the Advest Group from AXA. The purchase includes the private client group, an asset management arm and a capital markets group. According to analysts, Merrill got the firm cheap. mark for My Articles similar articles
Registered Rep.
August 26, 2009
David A. Geracioti
Is McCann Close to a Deal with UBS? Bloomberg is reporting that Bob McCann, the former head of Merrill Lynch's brokerage unit, is nearing a deal with his old employer that will allow him to take a job running UBS's wealth management unit. mark for My Articles similar articles
Registered Rep.
June 4, 2009
John Churchill
Merrill Lynch's Dan Sontag Out? Salaried Merrill Brokers? Not so Fast According to a story posted yesterday on Clusterstock.com, a financial blog, Dan Sontag, head of Merrill Lynch's global wealth and investment management unit, is about to be pink-slipped. mark for My Articles similar articles
On Wall Street
September 1, 2009
Helen Kearney
On Life Support a Year Ago, Merrill Pays for Top Producers Merrill, under BofA, seems to be on the hunt to add to its ranks, and it's offering a very competitive package that has almost unlimited upside for top producers. mark for My Articles similar articles
Wall Street & Technology
April 26, 2007
Ivy Schmerken
BLOCKalert Hires Christine Sandler To Head Up Sales for Block Crossing Service BLOCKalert, a joint venture between Merrill Lynch and Investment Technology Group, tapped Sandler to head sales for the global block trading indications system. 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
The Motley Fool
September 16, 2008
Alex Dumortier
The BofA/Merrill Deal Won't Happen The current stock prices of Merrill Lynch and Bank of America imply that either the market doesn't believe the deal will happen, or it doesn't believe it will happen on the current terms. Read on to see why. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
August 13, 2007
Halah Touryalai
Merrill Grabs Advisors Producing $5.5 million From Rival UBS Merrill Lynch won big last week in the aggressive industry-wide recruiting war for top advisors. mark for My Articles similar articles
Registered Rep.
March 30, 2006
Kristen French
Gorman Unrestrained Morgan Stanley retail chief James Gorman was freed by a New York State judge of the temporary restraining order that prevented him from raiding Merrill Lynch's brokerage ranks. 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.
December 1, 2005
Kristen French
Merrill Lynch: Still Wirehouse Queen Merrill reps like what they see. This year, the firm kept top honors among wirehouses in the Broker Report Card surveys, and beat its own overall score from last year. mark for My Articles similar articles
Registered Rep.
March 23, 2006
Kristen French
Merrill To Gorman: Quit Poaching Our Reps And BOMs Is James Gorman, the new head of retail at Morgan Stanley, brazenly poaching employees from his old firm, Merrill Lynch? A judge apparently thinks so. mark for My Articles similar articles
Registered Rep.
June 2, 2003
David A. Gaffen
Vermont Judge Rules Against a Merrill TRO A federal judge in Vermont has ruled against Merrill Lynch's attempt to prevent two former brokers from contacting clients they held while at the firm. mark for My Articles similar articles
Wall Street & Technology
May 21, 2007
Greg MacSweeney
20 Year Wall Street Data Veteran Roseann Palmieri Joins Merrill Lynch Palmieri's career -- including 10 years at Morgan Stanley, six years at Deutsche Bank and, most recently, four years at Bank of America Securities -- has touched almost every part of the data management business. 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
Investment Advisor
March 2010
James J. Green
Merrill Discovers Retirement It appears that Merrill Lynch, now ensconced in Bank of America, has realized the importance of retirement planning to its clients and potential clients, and is moving to better position its army of financial advisors to compete in the space. mark for My Articles similar articles
Registered Rep.
April 1, 2006
John Churchill
Merrill Call Centers Gone Wild Merrill Lynch agreed to pay a $5 million NASD fine to settle charges that the firm's brokerage client call centers were poorly supervised. 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.
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
The Motley Fool
April 21, 2009
Morgan Housel
B of A's Ken Lewis: Still Mostly Clueless Maria Bartiromo asks Bank of America CEO Ken Lewis how he would prove to an upcoming shareholder meeting that Merrill Lynch won't become something that will require a 12-figure bailout by the federal government. 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.
October 2, 2008
Thain Gets a Job at Bank of America Merrill Lynch CEO John Thain has accepted an offer to be president of Global Banking, Securities and Wealth Management at Bank of America. mark for My Articles similar articles
Registered Rep.
June 10, 2005
Kristen French
On the (Acquisition) Warpath Merrill Lynch is hungry to buy companies. mark for My Articles similar articles
Registered Rep.
September 1, 2005
Kristen French
Gorman to the Rescue? Morgan Stanley brokers should expect a revolution when James Gorman takes the helm of the retail 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
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. mark for My Articles similar articles
CRM
May 1, 2003
Ron Miller
Big Deal Merrill Lynch signs a five-Year CRM contract. 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
The Motley Fool
June 24, 2010
Rick Aristotle Munarriz
You're Too Late, Merrill Bank of America's Merrill Lynch is diving into the online discount brokerage game, maybe too late. 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.
April 24, 2006
Kevin Burke
Merrill Launches `Leadership' Magazine Initially, the new magazine's target readership will be Merrill's senior-management ranks, with plans to expand to include a wider audience of business leaders over time. mark for My Articles similar articles
Registered Rep.
May 15, 2008
John Churchill
Merrill's New Stock Rankings Merrill Lynch announces new guidelines for its research analysts that will require them to increase the number of firms in their coverage area that they expect will fall or underperform in the coming 12 months. mark for My Articles similar articles