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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. 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. 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 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 18, 2008	Merrill: An Able Foil to Bear? Merrill Lynch's streak continues -- a third quarter in a row that the firm has reported a loss.
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 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. 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.
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.
Financial Advisor December 2011 James Picerno	Let's Get Personal Customizing socially responsible investing strategies is good for your clients (and your business).
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. 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 31, 2011 Charles Paikert	Women Less Confident About Retirement; Younger Investors More Conservative Only one-third of affluent women had full confidence in their ability to meet their long-term financial goals, compared to half of their male counterparts.
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.
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. 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. April 13, 2004 David A. Gaffen	Merrill Reports Record Quarter Merrill Lynch reported earnings of $1.3 billion for the first quarter of 2004, a 95 percent increase from the same period a year ago.
The Motley Fool April 6, 2011 Dan Caplinger	5 ETFs for the Socially Responsible Investor You can do good and still make a profit from your investing with these socially responsible ETFs.
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. May 31, 2013 Megan Leonhardt	Sizing Up the Street In the latest earnings cycle, here's how the wirehouses stacked up.
The Motley Fool February 10, 2010 Dan Caplinger	Keep Your Values and Still Beat the Market Funds focusing on socially responsible investing hit a home run in 2009.
The Motley Fool April 20, 2007 Dan Caplinger	Dueling Fools: Socially Responsible Investing Bull Rebuttal As easy as it is to be cynical about social issues, socially responsible investors can already chalk up a number of successes.
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.
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. February 8, 2012 Charles Paikert	Big Impact: Clients Turn to Socially Responsible Investing For the uninitiated, socially responsible investment funds are funds that screen potential investment targets for things like environmental impact, corporate governance or employment policies.
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.
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. October 31, 2007 John Churchill	UBS Earnings Bomb Swiss banking giant UBS joined Merrill Lynch at the bottom of the credit related write-down pile with the release of its earnings.
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. 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. 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.
AFP eWire October 10, 2005	Socially Responsible Investing on the Rise More than one out of every nine dollars invested and professionally managed in the United States, or $2.16 trillion, is involved in a socially responsible investment, according to a new report.
The Motley Fool November 4, 2008 Dan Caplinger	Can You Afford to Be Socially Responsible? Now that the struggling financial system no longer enjoys access to tons of cash and easy credit, will investors decide that socially responsible companies aren't the right place to put their money?
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. 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.
AFP eWire February 20, 2006	Socially Responsible Investment Assets Growing Faster Than Other Funds According to a recent report, nearly one out of every 10 dollars under professional management in the United States today is involved in socially responsible investing.
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 December 2, 2009 Claire Stephanic	Can Impact Investing Outperform the Market? According to a recent article on Forbes.com, a strategy called impact investing has significantly outperformed the returns of the broader financial markets over the past year.
Investment Advisor June 1, 2011 Barnes & Welsh	Why You Need to Build a Sustainable Business If clients want to put their money in socially responsible investments, wouldn't they want to invest with a socially responsible advisor, too?
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. February 7, 2012 John Aidan Byrne	UBS' U.S. Brokerage Boosts Profits, Boasts Most Productive Advisors Despite global market conditions that lowered asset-based fees and transaction-based income, UBS Wealth Management Americas ended 2011 on firmer footing, earning $573 million for the year on revenues of $5.96 billion.
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. 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. December 7, 2015 Gregory J. Fleming	View From the Top: The Durability of Wealth Management The two powerful forces that are changing every aspect of our lives, technology and demographics, will also change the wealth management business profoundly over the next quarter century.
On Wall Street December 1, 2010 Pat Olsen	Andrew Sieg Bank of America's Andrew Sieg speaks about his career.
Financial Advisor August 2005 Alan Lavine	Socially Conscious Investing Gets Results Broad acceptance follows solid performance by socially responsible investment indexes and funds.
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.
IDB America January 2006	IDB Approves New Environmental Policy This policy brings will steer the Bank's work toward mainstreaming environmental considerations across sectors, safeguarding the environmental quality of all IDB operations and making the Bank socially and environmentally responsible within its own facilities.
Investment Advisor December 2006 Robert F. Keane	Hearts & Minds Ultimately, socially responsible investing is just another tool that advisors can use to help clients achieve their financial goals.