Merrill Launches Ultra-High-Net-Worth Advisory Group - Bank of America ...
2 days ago · Today, 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 wealth and investment solutions to UHNW clients and connect them to Bank of America’s breadth of capabilities.
Bank of America Forms Specialist Group Serving the Ultra-Wealthy
1 day ago · Bank of America Corp. created a group of specialists that cater to the ultra-wealthy, looking to capitalize on the growing ranks of super rich clients needing complex financial products and advice.
Bank of America's Merrill launches advisory group for ultra …
12 hours ago · Bank of America's Merrill has introduced an ultra-high-net-worth advisory group to enhance service for clients with substantial assets. Merrill Wealth Management, a division of Bank of America ...
Merrill Lynch’s Latest Game Plan to Court the World’s Rich
20 hours ago · Merrill Lynch Wealth Management announced a brand new division this week intended to connect the firms’ wealthiest clients with other products in the Bank of America network, according to a press release. The UHNW Advisory Group will consist of more than 25 specialists who will help advisors create personalized portfolios and direct wealthy ...
Merrill starts UHNW advisory group, targeting $10M+ clients
1 day ago · 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.
Bank of America’s Merrill Wants to Serve More Ultrawealthy …
1 day ago · 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. The company says it has assembled more ...
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Merrill adds new clients by tapping Bank of America customers
Jan 12, 2024 · Merrill Lynch Wealth Management acquired a record number of new clients last year, thanks in large part to signing up customers from other parts of its parent, Bank of America.
New Merrill portfolios designed to provide BofA clients …
Mar 25, 2024 · Bank of America today announced Merrill is offering new income-focused portfolios designed to deliver predictable income for retirees over a 25-year period.
New Merrill Portfolios Designed to Provide BofA Clients …
CHARLOTTE, N.C., March 25, 2024 /PRNewswire/ -- Bank of America today announced Merrill is offering new income-focused portfolios designed to deliver predictable income for retirees over a...