Merrill clients and advisors expanded on their continued interest in alternative investments while Morgan Stanley’s net ...

Executives say the Bank of America subsidiary likely benefited from clients in 2023 seeking a safe harbor from teetering ...

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

Matador Resources Company (NYSE: MTDR) ("Matador") today announced the appointment of Paul W. Harvey to its Board of Directors (the "Board"). Mr. Harvey is the former Chief Investment Officer and ...

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 ...

Brian McGill and Michael Hyser operate as Johns Creek Financial along with support-staff members Stacie Alexander and Alexis ...

Bank of America and Merrill last reported a headcount in January, when all of their wealth management units, including the private bank, had nearly 18,920 advisors on the payroll. Phil Waxelbaum ...

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

DeBlasi, now a Scottsdale, Ariz. resident, is a senior vice president and financial advisor for Merrill Lynch’s Wealth ...

BI collected salary data for the booming private-credit industry. See who pays the most for associates, principals, managing ...