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Registered Rep. February 10, 2012 Jerry Gleeson	RIA Rising: How a Merrill Policy Sent an Advisor Down Independence Road The partners at Beirne Wealth Management Group in Milford, Conn. had talked off and on over the years about leaving the wirehouse, John Beirne Jr. told me, but it took a new sales policy from the company headquarters to push the practice out the door.
Registered Rep. August 2, 2011 Jerry Gleeson	Ex-Merrill Team: HighTower's Model Is Financial Advisory World's iPod HighTower Advisors' latest recruitment prize, a Merrill Lynch private banking team, says it sees big changes coming in the financial advisory world.
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
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 21, 2012 Jerry Gleeson	Why Wirehouse FAs Pass on the RIA Path Independence is appealing to a growing number of wirehouse advisors, but the RIA route clearly has some challenges for most of them.
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. 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. 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. 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.
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.
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. 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.
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.
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.
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. 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.
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. January 3, 2012 Jerry Gleeson	Raiders of the Wirehouse Ark The emergence of HighTower as a major player in the independent space also dovetails with the changes that have shaken the wirehouse industry since the 2008 financial crash.
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.
Registered Rep. July 14, 2011 Jerry Gleeson	Wirehouse Breakaways Eye HighTower Model VWG Wealth Management, with assets of $700 million, is the fifth wirehouse team this year to join HighTower Advisors, a Chicago-based hybrid RIA with national reach and $18 billion in AUM.
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.
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.
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. 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.
Financial Advisor November 2009 Raymond Fazzi	Tales Of Breakaway Brokers Fridays on Wall Street not only signal the end of the workweek. For many breakaway brokers, the day marks the end of their wirehouse careers.
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. 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.
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. 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 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 August 2009 James J. Green	Free It's the concept and reality of joining a true partnership that has led some of the biggest advisors at the biggest Wall Street firms to join HighTower Advisors.
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. January 26, 2009 John Aidan Byrne	New Head, But Same Old Mission For Merrill's Retail Bank of America has named general counsel Brian Moynihan, an executive well versed in legal and business principles, to replace John Thain.
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.
Financial Advisor March 2012	UBS Reeling In Merrill Advisors The big four wirehouse firms are always trying to poach top talent from their rivals, but UBS Wealth Management seems to be doing a particularly job good job of late when it comes to snagging advisor teams from Bank of America/Merrill Lynch.
Registered Rep. July 16, 2010 Jerry Gleeson	A Mixed Second Quarter for Merrill, Schwab Second-quarter earnings results posted today by Merrill Lynch and Charles Schwab Corp. offered a mixed picture to financial advisors hoping for a stronger recovery.
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.
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. 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.
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. 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. November 9, 2009 Kristen French	BofA Pressures Merrill FAs To Sell Bank Products Some of Merrill Lynch's 15,000 financial advisors are feeling pressure to sell parent company Bank of America's checking and savings account products -- and they're not happy about it.
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.
Investment Advisor August 2009 James J. Green	Editor's Note: Change Partners Some thoughts from the editor of this publication on the current state of the financial advisory business.
Registered Rep. January 6, 2009	Sontag Takes McCann's Job At Merrill More shocking to Merrill Lynch advisors than the sudden departure of their leader is the disappearance of the "MER" logo from their computer screens.
On Wall Street December 1, 2008 Frances A. McMorris	Bank of America Gets on Board Bank of America finally gave in and agreed to join the industry-wide protocol in an effort to prevent an exodus of Merrill Lynch financial advisors.
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. January 4, 2008	Merrill Slashes Trading Jobs Merrill Lynch began a round of layoffs this morning.
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.