Merrill beats ex-advisor in deferred comp-retirement case
Intense Life Desires An ex-Merrill broker has lost his appeal in a dispute contending his former firm owes...
Merrill
Merrill, other BofA wealth units hit record revenue despite asset dip
Merrill and Bank of America’s other wealth management units saw their revenue surge to an...
Merrill underlines recruiting ambitions with $2.2B advisor pulled from JPMorgan
Amid a renewed recruiting push, Merrill has turned to JPMorgan to pick up a broker...
Dynasty accuses Merrill of ‘bad faith’ in fight over FINRA arbitration
Dynasty Financial Partners accused Merrill of acting in “bad faith” in a court filing Thursday...
Raymond James swoops in on Merrill team
Raymond James has swooped in to claim a large part of a Merrill team in...
Wells Fargo, Merrill, Cerity ink large recruiting, M&A deals
Wells Fargo leads off our first weekly summary of recruiting moves and mergers and acquisitions...
Wells Fargo recruits $3B Merrill private wealth team
Wells Fargo is bolstering its credentials with high net worth clients with a trio of...
Merrill execs set $150B annual asset goal
Merrill is setting a goal of bringing in as much as $150 billion a year...
Merrill, BofA Private Bank lean on lending for revenue high
Merrill and other parts of Bank of America’s wealth management business rode a surge in...
Merrill, LPL say advisor education is key to AI push
Wealth management firms say artificial intelligence could eventually improve nearly every part of their businesses....