A former Merrill Lynch financial advisor team that oversaw $700 million left the company to join Morgan Stanley. The Zelin ...
Merrill Lynch and two Wells Fargo advisory firms have agreed to pay a combined $60 million in civil penalties to settle U.S.
Two Wells Fargo-affiliated investment advisers and Merrill Lynch agreed to pay $60 million, while LPL Financial agreed to pay ...
An ex-Merrill Lynch banker turned in-house deals expert lost a ruling over whether a raid of his home in the Paris suburb of Neuilly in connection with an insider trading probe was legal.In ...
Wells Fargo and Merrill Lynch will pay $35 million and $25 million, respectively, to settle allegations by the Securities and ...
“Wells Fargo Advisors and Merrill Lynch offered bank deposit sweep programs, or BDSPs, as the only cash sweep option for most ...
The Price to Earnings (P/E) ratio, a key valuation measure, is calculated by dividing the stock's most recent closing price by the sum of the diluted earnings per share from continuing operations ...
Bank of America’s brokerage unit reported strong growth, as did the company’s private bank, as executives are emphasizing ...
Background: An auditor at Ernst & Young before becoming a financial advisor, Jeffry Roundy joined his team at Merrill in 1995. One of the first wealth teams at the firm, it has grown over the ...
Former head of Merrill Lynch Wealth Management John W. Thiel announced in November that he was launching an independent RIA, Indivisible Partners, in the first quarter of 2025. The RIA is now live ...
Come on Merrill Edge. Give some readily available instructions. Bank of America bought Merrill Lynch in 2008, and Merrill Edge launched in 2010 to streamline services for existing Bank of America ...
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 ...