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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.
October 21, 2009
Halah Touryalai |
Bank of America Sells First Republic Bank Bank of America is in the midst of raising capital to help pay back $45 billion in loans it received from the government. |
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.
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. |
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. |
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.
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.
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.
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. |
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.
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.
May 27, 2004
David A. Gaffen |
High-End Investment Advice Grows Globally The private banking industry is growing at a level not seen since the late 1990s, reflecting not only an increase in the market but also an influx of new money into these firms. |
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. |
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. |
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. |
Registered Rep.
November 18, 2010
Jerry Gleeson |
LPL IPO Clicks with Investors CNBC star Jim Cramer may not have liked the valuation of the LPL Investment Holdings IPO, but investors sure did. |
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. |
Registered Rep.
September 20, 2005
John Churchill |
Merrill Cutting Top Brass Merrill Lynch, famous for its seemingly continual reorganizations, is at it again. Specifically, the firm is firing half of its regional directors, sources say. |
Registered Rep.
February 1, 2005 |
Comings & Goings Edward Jones announced in an SEC filing settling... Greg Fullmer, who had been with Goldman Sachs for 11 years... Nick Stonestreet has been promoted by Merrill Lynch... etc. |
CRM
May 1, 2003
Ron Miller |
Big Deal Merrill Lynch signs a five-Year CRM contract. |
BusinessWeek
September 2, 2010
Moore & Mildenberg |
In the Battle of the Big Brokers, Merrill Is Winning Merrill Lynch earns higher profits with fewer advisers, thanks to a smooth integration with Bank of America and more cross-selling. |
Registered Rep.
June 7, 2010
Halah Touryalai |
LPL To Go Public. At What Valuation? It's the moment LPL Financial (and much of the broker/dealer world) has been anticipating for at least the last five years. The independent channel's largest b/d filed forms S-1 with the SEC on Friday, signifying its intent to float shares to the public. |
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. |
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. |
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.
August 1, 2006
Halah Touryalai |
Blotter Wachovia Self-Dealing Suit... Merrill Fined for Firing Rep... LPL: On the Prowl?... |
Registered Rep.
July 7, 2004
David A. Gaffen |
Merrill Shuffles Branch Managers Merrill Lynch in recent weeks has shuffled a number of branch managers to new offices. The new assignments are partially due to promotions and partially a reaction to managers leaving the firm, according to sources. |
Registered Rep.
January 4, 2008 |
Merrill Slashes Trading Jobs Merrill Lynch began a round of layoffs this morning. |
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. |
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. |
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.
January 1, 2007
John Churchill |
Free Trading, a Threat? Bank of America offered free trading to its banking clients with more than $25,000 in deposits. Just another shot fired in the online price war or something more? |
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.
September 14, 2006
Kevin Burke |
Merrill Opens More Boutique Branches For Ultra Wealthy; Now Recruiting Private Bankers The focus of the private banking unit is built on the premise that ultra-high-net-worth clients have different needs than those of the slightly less affluent. |
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.
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. |
Investment Advisor
December 2009
Melanie Waddell |
Retirement Planning: Income Plans, Merrill Style Service links Bank of America deposit accounts with Merrill Lynch cash management accounts. |
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. |
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? |
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. |
Registered Rep.
September 29, 2006 |
Stan O'Neal: Call Your Managers in Brazil |
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. |
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. |
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.
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
August 30, 2011
Dan Radovsky |
This Overweight Bank Is on a Crash Diet Bank of America is selling off as many non-core assets as it can. |
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. |
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. |
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. |
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. |
