A major battle is brewing between big brokerage firms, busy developing new markets, and large securities and futures exchange groups in a rivalry likely to benefit asset managers by lowering ...

A former Merrill Lynch financial advisor team that oversaw $700 million left the company to join Morgan Stanley. The Zelin ...

Two Wells Fargo-affiliated investment advisers and Merrill Lynch agreed to pay $60 million, while LPL Financial agreed to pay ...

Bank of America’s brokerage unit reported strong growth, as did the company’s private bank, as executives are emphasizing ...

The Justice Department is accusing Jared Eakes of contacting other advisors who were exploring the sale of their practice through an online marketplace ... broker with Merrill Lynch from 2017 ...

Come on Merrill Edge. Give some readily available instructions. Bank of America bought Merrill Lynch in 2008, and Merrill Edge launched in 2010 to streamline services for existing Bank of America ...

Merrill Lynch is adding more resources to help its advisors serve ultrahigh-net-worth clients, a lucrative demographic for the Bank of America wealth unit.

Background: An auditor at Ernst & Young before becoming a financial advisor, Jeffry Roundy joined his team at Merrill in 1995. One of the first wealth teams at the firm, it has grown over the ...

So why are so many feeling fed up? Merrill Lynch has made a name on the back of its storied fleet of financial advisors, the famous "thundering herd" that oversees $2.7 trillion worth of client ...

What should I know about this firm? Merrill Lynch, Pierce, Fenner & Smith Inc. says its advisors develop personalized economic strategies for clients by focusing on their specific financial ...

Perold, Andre F., Imran Ahmed, and Randolph B Altschuler. "Merrill Lynch's Acquisition of Mercury Asset Management." Harvard Business School Case 299-005, November 1998. (Revised July 1999.) ...