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Registered Rep.
January 29, 2007
John Churchill |
Merrill Adds Another (Expensive) Piece Merrill Lynch announced plans to acquire First Republic Bank, a San Francisco-based private banking and wealth-management firm with $16.4 billion in assets under management, for $1.8 billion.   |
Registered Rep.
November 29, 2010
Charles Paikert |
First Republic Set To Go Public Five months after Bank of America sold it off to private equity firms, First Republic Bank announced today that it plans to go public. |
Registered Rep.
December 1, 2010
Charles Paikert |
First Republic To Expand Wealth Management Business Post-IPO The firm, known primarily for its high-end lending business, plans to expand its wealth management division, it said in its offering circular, released Monday. |
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. |
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 |
Registered Rep.
January 24, 2011
Jerry Gleeson |
BofA/Merrill Pricing Plan To Advance Cross-Selling Merrill Edge, the discount investment brokerage that Merrill Lynch rolled out last year, is playing its part in parent company Bank of America's effort to cross-sell consumer banking and investment services. |
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. |
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. |
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. |
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. |
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. |
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. |
Registered Rep.
December 2, 2009
Halah Touryalai |
Breakup Talks Dog BofA Two Bank of America CEO candidates recently told the board of directors that the bank should consider breaking itself up. |
Registered Rep.
February 16, 2012
Kristen French |
Due Diligence: LaMothe Takes Swipe at BofA, Does 180 on Value of Bank-Brokerage Tie Ups Lyle LaMothe, former head of retail brokerage Merrill Lynch, claims that Merrill advisors are leaving the firm because they are being pushed to sell the whole bank instead of focus on wealth management and what's best for their clients. |
The Motley Fool
July 18, 2007
Matt Koppenheffer |
Dissecting Merrill's Earnings A second look at the bumper earnings from Merrill Lynch. Investors, take note. |
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. |
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. |
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. |
Registered Rep.
November 30, 2010
John Aidan Byrne |
Report: Merrill Edge Threatens Online and Regional Brokers, Not Its Own FAs A new report by research firm Aite Group this week, sees Bank of America Merrill Lynch's recently expanded online brokerage business -- as a serious challenge to the online business of powerhouses such as Charles Schwab and Fidelity Investments. |
Bank Systems & Technology
January 20, 2010
Penny Crosman |
BofA Repays TARP, Shareholders Lose Lending is up and the bank's purchase of Merrill Lynch appears to be more of an asset than a liability, based on the bank's fourth quarter results. |
Registered Rep.
November 1, 2004
David A. Geracioti |
Merrill Names Dallas Private Banking Head Mark Casey was moved to Merrill Lynch's new Private Banking and Investment Group office in Dallas, where he will oversee the so-called "Texas region" of that group. |
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. |
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. |
The Motley Fool
September 15, 2008
Alex Dumortier |
B of A Marries Merrill, Leaves Lehman We went into the weekend thinking Bank of America might rescue Lehman Brothers. In a twist that demonstrates how fluid the current environment is, now Lehman is out, with B of A announcing it will acquire Merrill Lynch in an all-stock deal. |
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. |
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. |
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. |
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. |
On Wall Street
October 1, 2011
Lorie Konish |
Will Bofa's Leadership Change Hurt the Thundering Herd? In one fell swoop, Bank of America changed the face of its wealth management leadership when it announced the departure of the unit's top executive Sallie Krawcheck. |
Wall Street & Technology
July 1, 2005
Maria Santos |
Deutsche Bank's Lehrman Moves to Merrill Ira Lehrman joined Merrill Lynch as first vice president and head of global investment banking and client technology. |
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. |
CRM
May 1, 2003
Ron Miller |
Big Deal Merrill Lynch signs a five-Year CRM contract. |
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. |
The Motley Fool
July 27, 2007
Ryan Fuhrmann |
Bottom-Fishing With National City National City shares hit a 52-week low. Unfortunately for the Cleveland-based bank, better-performing peers have also reached new lows, putting National at the bottom of the bottom. |
Registered Rep.
June 10, 2005
Kristen French |
On the (Acquisition) Warpath Merrill Lynch is hungry to buy companies. |
Registered Rep.
January 4, 2008 |
Merrill Slashes Trading Jobs Merrill Lynch began a round of layoffs this morning. |
Bank Technology News
March 2011
John Adams |
Self Service With An Edge When it comes to attracting wealth management clients, the new focus is entirely on control - specifically giving control to customers via electronic channels. |
The Motley Fool
January 28, 2009
Morgan Housel |
Here Comes the Pain for Thain Just days after resigning from Bank of America, former Merrill Lynch CEO John Thain has been subpoenaed by the New York Attorney General regarding $4 billion in bonuses paid just days before merging with B of A. |
Registered Rep.
October 30, 2003 |
Merrill CEO: We're Hiring Stan O'Neal, chairman and chief executive officer of Merrill Lynch, says the company is accelerating its hiring of financial advisors. |
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. |
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. |
The Motley Fool
December 8, 2008
Alex Dumortier |
Who Got the Better Deal: B of A or Merrill Shareholders? Merrill Lynch and Bank of America shareholders both approved the latter's acquisition of the former. However, the veneer of formal votes and the hearty handshakes of chief executives mask a critical question: Who got the better deal? |
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. |
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. |
The Motley Fool
January 4, 2008
Matt Koppenheffer |
The Cost of Cash for Merrill Money isn't free for anybody -- least of all an investment bank that has written down billions of dollars in bad paper. |
Registered Rep.
January 20, 2010
Halah Touryalai |
Wealth Management Has Strong Fourth Quarter At Morgan, BofA Neither Morgan Stanley Smith Barney nor Bank of America ended 2009 with a bang in the earnings department. But their wealth management units were pockets of strength. |
Registered Rep.
July 19, 2011
Kristen French |
Bank of America Gains 500 Financial Advisors, Client Balances Slip in Q2 It was an ugly quarter for Bank of America, which reported an $8.8 billion loss in the second quarter. |
Registered Rep.
January 21, 2011
Diana Britton |
Merrill Lynch Revenue, Advisor Productivity Indicate Improved Investor Appetite Bank of America's Global Wealth & Investment Management unit, which includes Merrill Lynch, posted increased revenue and advisor productivity in the fourth quarter, signs investors may be shifting assets into longer-term, higher-margin products |
Registered Rep.
February 1, 2011 |
Poll: Are Advisors Being Pressed to Peddle Bank Products? To what extent do brokers at Merrill Lynch, Wells Fargo Advisors and elsewhere want to sell banking products? |
Registered Rep.
May 2, 2006
Kevin Burke |
Merrill's Japanese Venture Opens Its Doors...Again Merrill Lynch teamed with Japan's Mitsubishi UFJ Financial Group, armed with 150 financial advisors, in attempt to change the island nation's reputation as a society of savers -- a people who prefer to keep cash stowed away in low-interest bearing savings accounts. |
