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Registered Rep. November 3, 2010 Diana Britton	Merrill Lynch: Affluent Investors Remain Conservative Despite Positive Outlook According to the latest Merrill Lynch Affluent Insights Quarterly, 39 percent of affluent Americans described themselves as having a low investment risk tolerance.
Registered Rep. February 2, 2011 Charles Paikert	Even The Rich Are Worrying About Retirement "There's a newfound feeling of vulnerability among wealthier clients," said Lyle LaMoth, head of U.S. Wealth Management for Merrill Lynch Wealth Management.
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.
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.
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.
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. July 29, 2010 Jerry Gleeson	Risk Weighs Heavier On Young Shoulders In a poll of wealthy Americans conducted for the Affluent Insights Quarterly report by Merrill Lynch Wealth Management, released today, 52 percent of young investors, age 18 to 34, said they had low tolerance for risk.
Financial Planning August 1, 2007 Marshall Eckblad	Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink.
Investment Advisor May 2008 Kara P. Stapleton	Ahead of the Game Bank of America research provides statistics on the affluent's retirement planning, and finds that most are on track.
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.
Financial Advisor March 2012 Bernie Clark	The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them.
Registered Rep. June 22, 2011 Charles Paikert	Wealth Managers Must Make Changes to Attract High-Net-Worth, Industry Reports Wealth managers need to make key changes in the way they do business to stay competitive, two major studies of the industry have concluded.
Financial Advisor November 2003 Grove & Prince	Products America's Senior Executives Use And Want The wealthier they are, the more they want financial products designed for them.
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.
Financial Planning September 1, 2013 John J. Bowen, Jr.	How to Reach Million-Dollar Clients To move your practice onward and upward, you may need to reconfigure the way you do business. Here s how.
On Wall Street September 1, 2008 Jack Sharry	When You Say "Tomato," Do Clients Hear "To-Mah-to"? Perceptions become reality on an individual basis, and your clients' perceptions of the economy are not good. What should you do about this situation?
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. 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.
Investment Advisor July 2008 Kara P. Stapleton	Lone Investors Many affluent individuals still haven't grasped the benefits of having professional advisors.
Investment Advisor April 2009 Lewis Schiff	Danger & Opportunity: Seling Wisdom Advisors with a wealth-management practice orientation can provide the kind of services affluent families need during difficult market times.
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.
Investment Advisor September 2007 Lewis Schiff	The Affluent and Retirement In addition to the details of a comprehensive advanced planning strategy, clients may worry about retirement -- how to live it and what it means to retire with significant assets. Retirement for advanced planning clients has evolved over the years.
Registered Rep. January 28, 2011 John Aidan Byrne	Banks Losing Mass Affluent To Online Brokerages U.S. and Canadian banks say developing mass affluent wealth management business is a top priority, but they're not doing enough about it.
Registered Rep. April 1, 2005 Will Leitch	Boomers Reject Their Parents Merrill Lynch is taking a radical new look at how retirement and baby boomers are perceived --- and it could change the way their advisors structure their retirement businesses.
Registered Rep. January 1, 2003 Grove & Prince	Staying Connected If financial advisors need yet another reminder about the importance of contacting clients, here it is: In our study of affluent investors conducted in late October, almost half of the respondents said they had changed primary advisors in the last year, often citing lack of contact.
On Wall Street May 1, 2012 Lorie Konish	Wealth Firms Need to Sharpen Their Consumer Focus Wealth management firms need to be more nimble in meeting the demands of clients in order to best capture the surge in available assets over the course of this decade.
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.
Financial Planning November 1, 2006 John J. Bowen	Women of Wealth Financial advisors can use their knowledge of affluent women to create a unique value proposition, and put themselves in a tremendous position to serve a group that's been too long ignored -- and capture more business than ever before.
On Wall Street May 1, 2013 Lorie Konish	Younger Clients Need More Direct Contact from Advisors Twenty- and thirty-somethings take investing cues from their parents, and advisors need to reach them by phone or have face-to-face contact, according to a survey.
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. 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. March 1, 2005 Will Leitch	Don't Fear the Reaper Investors are happy to think about retiring but are reluctant to contemplate what comes next.
Financial Planning November 1, 2009 John J. Bowen Jr.	Getting the Right Help Financial services firms aren't doing enough to support the transition to wealth management.
Registered Rep. February 24, 2005 Will Leitch	Merrill Unveils New Way to Think about Retirement A new study from Merrill Lynch asserts that the oft-predicted baby boomer retirement crisis will be a nonevent for one important reason: Most boomers plan to work during their so-called "retirement years."
Financial Planning December 1, 2009 Mitchell & Menchaca	Parity With Brokers For the first time ever, the number of mass-affluent investors who are taking advice from independent financial planners is the same as those who work with full-service brokers.
Registered Rep. May 25, 2005 John Churchill	Millions to Choose From Advisors gunning for millionaire clients now have more prospects to choose from -- and a blueprint for what they're looking for -- according to a new survey which says that 1.3 million new American households became millionaires in 2004.
On Wall Street January 1, 2010 Matthew Leung	Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.
On Wall Street February 1, 2011 Karen Wimbish	Working In Retirement: The New Normal Today, working in "retirement" appears to be the plan -- of necessity or of choice -- for a majority of middle-class Americans.
Investment Advisor March 2009 Melanie Waddell	Retirement News & Products March 2009 SEC charges Merrill Lynch advisors with securities fraud regarding pensions... New research shows deferred variable assets show promise for wealth transfer market... Research shows 7 of 10 households have a tax-advantaged savings plan through work...
Registered Rep. December 14, 2011 Jerry Gleeson	Affluence No Guard Against Retirement Worries, Poll Finds Affluence and peace of mind no longer automatically go hand in hand, a new survey sponsored by Wells Fargo & Co. indicates, and the implications are sobering.
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
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.
Financial Planning January 1, 2009 Stacy Schultz	Manage My Wealth Most affluent individuals do not like the term "wealth management," a new study by SpectremGroup reveals.
Financial Advisor November 2005 Grove & Prince	A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business.
Registered Rep. July 21, 2006 Kristen French	Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.
Financial Planning May 1, 2008 Stacy Schultz	Client Loyalty The most common reason affluent investors leave their financial advisors is because their advisor does not answer their calls, according to a new report.
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.
Investment Advisor June 2007 Kara P. Stapleton	Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business.
Registered Rep. March 11, 2011 Diana Britton	MetLife, Other Insurers, Renew Focus On Women MetLife has launched a new educational campaign for advisors who want to target affluent women, due to renewed interest in this market.
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.