John Thiel, who rose from the trenches at Merrill Lynch as a financial advisor in Tampa, Fla. to head the firm’s private banking group, will soon lead some 15,000 advisors in Merrill’s U.S. brokerage ...

In the past year, Merrill Lynch has spent heavily on an ongoing upgrade of its wealth management technology platform, rolled out a number of new alternative investments, created a structured products ...

RBC Wealth Management has strengthened its presence in New Jersey by adding a veteran financial advisor and his team to its Paramus office. The firm announced Friday that it’s welcomed The Callot ...

Advisors specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment, cash and credit management. “In a period of ...

Merrill Wealth Management announced the launch of its Ultra-High-Net-Worth (UHNW) Advisory Group, a team of more than 25 Merrill specialists who will partner with advisors to deliver comprehensive ...

Rockefeller Capital Management has added a former Merrill Lynch team in San Francisco that managed $3.4 billion in assets to its wealth management division, Rockefeller Global Family Office. Meyer ...

CHARLOTTE, North Carolina (Reuters) - Merrill Lynch & Co's brokerage, the "crown jewel" that lured Bank of America Corp's chief executive into a takeover that ultimately cost him his job, is showing ...

JERUSALEM (Reuters) - Merrill Lynch said on Sunday it had appointed Sigal Shapira as head of Global Wealth Management (GWM) for Israel. Shapira, who has worked at Merrill since 2000, will expand GWM ...

NEW YORK--(BUSINESS WIRE)--Bank of America Merrill Lynch has been recognized by Global Finance magazine for the third consecutive year as the Best Overall Bank for Cash Management in North America.

The diaspora of advisors from UBS is continuing well into the dog days of summer, with Ameriprise and Merrill Lynch recruiting defectors from the wirehouse into their networks. Ameriprise adds $500M ...