Merrill Lynch

Advisors can use Digital Wealth Overview to send an automatically-produced animation that gives a comprehensive look at financial accounts.

For just $1,000, clients can sign up for the firm’s purely digital automated advice service.

To oversee operations in the middle of the country, Merrill Lynch turned to a veteran of the firm.

After obtaining documents through FOIA requests, FP’s Jessica Mathews explains the larger industry implications of one firm’s internal investigation.

The wealth managers paid victims restitution prior to one barred rep’s guilty plea and another one’s sentencing.

The veteran FAs’ one complaint blotted their records for seven years.

The quartet of financial advisors range in age from their 20s to their 90s, and are the second group to sign with Dynasty this week.

The group includes an advisor who oversaw $843 million.

The firm has 20 teams that cater to ultra-high-net-worth individuals in the Sunshine State, and has plans to double that over the next few years.

The new additions represent Rockefeller’s first foray into Colorado.