-
In a sudden shift, Merrill's leader of the past six years is heading back to rival Citi, where he will be head of global wealth and drive its expansion.
March 30 -
Asian Americans and Pacific Islanders have unique planning needs that aren't always met in the industry.
March 27 -
Bank of America's Merrill Lynch arm has been steadily rolling out digital products since 2020, most recently a program for advisors to produce short videos.
March 22 -
Justin Heller was a member of the 2013 men's squad that won the ACC championship. A decade later, he joined the industry's movement toward independence.
March 21 -
Vince Fertitta, the president of Sanctuary Wealth, shared how the firm won over its most productive wirehouse breakaway team to date.
February 27 -
Following Don Plaus's retirement announcement last week, Merrill is moving around longtime veteran insiders to fill his role.
February 27 -
Don Plaus, a Merrill veteran who oversaw the Private Wealth advisors' expansion in Florida, came from a "modest background" but over a long career, rose to lead teams advising many of the world's richest people.
February 22 -
The Swiss wirehouse struck twice at rival Merrill Lynch, poaching both an ultrahigh net worth team managing $1.3 billion and a high net worth team with $340 million of AUM.
January 30 -
In a conversation with industry recruiter Mindy Diamond, the president of Bank of America's legacy wealth management firm shared his thoughts on advisor strategy and said he wanted advisors to integrate more with the rest of the bank.
January 19 -
The wirehouse reported a record fourth-quarter growth of 8,500 net new households and said it planned to hire advisors at a 3-4% rate over the next five to 10 years.
January 13