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

The yield differential between the firms' bank deposit sweep programs and other alternatives was nearly 4% higher, according to SEC claims.

The Ultra-High-Net-Worth Advisory Group, which debuted earlier this month, comprises more than 25 Merrill specialists who ...

In the case of Morgan Stanley, the wirehouse wants its financial advisors to increase their banking relationships with ...

Bank of America’s wealth management division, which includes Merrill Lynch and the company’s private bank, saw core financial metrics rise in 2024, including net income of $4.3 billion ...

On Wednesday, the firm announced financial advisors Larry Forlenza and Carl Hanks, who previously oversaw nearly $430 million ...

Merrill Lynch and Morgan Stanley executives on Thursday discussed plans to further tap in-house banking services in their ...

Merrill Wealth Management announced the launch of its Ultra ... This Group’s core offering reportedly includes the following: Merrill Lynch Investment Advisor Program (IAP), Alternative ...

Lee Woodring and Robert LeRoy are joining Indivisible Partners from Merrill Lynch, where they helped lead a $640 million team.

Merrill Lynch is giving increased attention to its growing base of uber-rich clients.