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Bloomberg -- Bank of America Corp., the second- largest U.S. lender by assets, completed the merger of its Merrill Lynch & Co. subsidiary into the parent company to simplify the corporate structure.
October 2 -
The independent broker-dealer network, which would be the nation's fourth-largest IBD if all its component businesses were consolidated, has named a 42-year-old internal candidate.
October 2 -
Independent RIAs in the increasingly competitive -- and lucrative -- San Francisco Bay Area market may have to raise their game, according to a leading investment banker.
October 2 -
Atlanta Capital and PFM say they will offer more concierge services to families with less than $20 million in AUM.
October 2 -
The hires are part of BNY Mellons campaign to increase its nationwide sales force and add private and mortgage bankers and other professionals in top U.S. wealth markets.
October 1 -
Bank of America completed the merger of its Merrill Lynch & Co. subsidiary into the parent company to simplify the corporate structure.
October 1 -
Lincoln National, the insurer whose stock surged more than 60% this year, hired Ronald Holinsky from Janney Montgomery Scott to be chief compliance officer as the industry faces increased regulatory scrutiny.
October 1 -
Many people never spend the time necessary to choose a career that suits them-and they spend the next 40 years in jobs they don't enjoy.
October 1 -
Crowell Weedon will become D.A. Davidson's fifth regional hub.
October 1 -
A year after Sandy, advisors say they learned to help clients by becoming experts on small business, insurance - even home repair.
October 1


