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Bank Technology News December 2003 John Adams	BofA's Fleet Of Headaches Bank of America bit off a mouthful when it bought FleetBoston, and the digestion promises to be long, fraught with all the trials and tribulations emerge in the wake of such consumption.
BusinessWeek November 10, 2003 Dean Foust	BofA Heads Back To Main Street True, the consumer market has been the salvation of many a bank in recent years, but BofA's new drive to sell financial-services products to consumers could fizzle.
Bank Systems & Technology November 30, 2003 Steven Marlin	Careful What You Wish For: Technology Is Key to BofA/Fleet Deal Bank of America and FleetBoston must decide how best to assimilate their systems.
InternetNews May 18, 2005 Clint Boulton	Platform Shift Knocks 40K BofA Customers Offline Bank of America will take down some online and ATM access to finish switching over customers still on the Fleet network.
BusinessWeek November 10, 2003 David Henry	M&A Deals: Show Me Aware that many mergers haven't paid off in the past, investors don't have the enthusiasm they once did.
Knowledge@Wharton	Bank of America and FleetBoston: Dud Deal? It was the third largest bank merger in history, promising to create a mega-bank that would span the country. But though bank executives promise economies of scale and cross-selling opportunities, investors have not been impressed.
CFO March 1, 2004 Kris Frieswick	The Two Faces of Bank Mergers Despite all the talk about the "seamlessness" of the mergers being planned in the nation's fast-consolidating banking industry, CFOs of bank customers aren't all that convinced. And their concerns are both financial and personal: Will the merger of their bank hurt their access to capital, they ask? And how will their relationship with bank officers change?
Insurance & Technology September 30, 2009 Anthony O'Donnell	The Hartford Names Liam McGee New CEO Liam McGee, Bank of America's former head of consumer banking, oversaw that company's global technology and delivery in more than 30 countries.
Bank Technology News June 2004 John Adams	The General of BofA's Army Ken Lewis was named president, chairman and CEO of BofA in 2001 following the turf war that accompanied the NationsBank-BofA deal.
BusinessWeek May 22, 2006 Mara Der Hovanesian	(Investment) Bank Of America? Bank of America aims to build its way up to the top tier of investment banks. It won't be easy.
Bank Systems & Technology January 11, 2008 Maria Bruno-Britz	IT Integration and the Bank of America/Countrywide Merger The merger of Bank of America and Countrywide will bring together two companies with very large IT organizations. In the beginning they will probably run the core systems of both companies simultaneously.
U.S. Banker February 2004 Michael Sisk	Bank of America Goes Under the Microscope Thanks to a raft of letters from community groups and an appeal from Massachusetts legislators, the Federal Reserve Board extended public comment on the proposed Bank of America and FleetBoston Financial merger to include two public hearings.
Bank Systems & Technology June 2, 2004 Steven Marlin	Where The Money Is The current branch revival is evidence that the era of multichannel delivery is here to stay.
Bank Systems & Technology November 30, 2003 Katherine Burger	Damning with Faint Praise The winner of last month's "Now you tell me!" award was Charles Prince, Citigroup's recently named CEO, who stated in a presentation about the institution's global corporate and investment bank, "The era of the transformational merger is over."
Bank Technology News May 2003 Mark Bruno	The Anatomy of an Anomaly How a traditional institution like Bank Of America is making huge waves in the internet banking business.
BusinessWeek February 23, 2004 Gene G. Marcial	Who's Courting BofA? With banking mergers and acquisitions heating up, some big U.S. and European banks are eyeing Bank of America as a possible partner.
Bank Technology News December 2003 Holly Sraeel	Branches Are Back. Is This Banking's Big Break? Identity theft may be grabbing headlines, but most banks are heavily focused on branches, particularly in understanding what types of activities are conducted by customers while there.
BusinessWeek May 20, 2009 Dean Foust	Can BofA CEO Ken Lewis Keep His Job? The pressure on Bank of America Chief Executive Officer Kenneth D. Lewis is growing by the day. Officials fear Washington wants to push the CEO out.
U.S. Banker May 2011 Matthew de Paula	New Adventures in Branch Banking More banks are thinking about not just how to redesign their branches, but how to redesign their entire branch experience.
U.S. Banker December 2001 John Hackett	Branches -- Hot New Delivery Channel With banks in a struggle for customers, branches have become in-the-field artillery. After years of fiddling with newfangled delivery channels, bankers across the nation are rediscovering that branches can be their most powerful weapons...
Bank Director 3rd Quarter 2010 Jack Milligan	The Big Retail Showdown Despite countless warnings that the industry has hit a wall on brick-and-mortar viability, lots of financial institutions are holding their ground, determined not to let this era become branching's last stand. Can branches remain profitable once the dust settles on the current economy?
U.S. Banker September 2010 Glen Fest	Miles to Go The online banking evolution is far from over. Banks have a lot of room to improve and a lot of revenue to gain once they do.
Bank Systems & Technology November 1, 2006 Phil Britt	Study: Channel Preference Is Age-Dependent Though financial services customers as a whole prefer branch banking, there are clear differences in customers' channel preferences based on age, according to a recent American Bankers Association (Washington, D.C.) survey of 1,000 consumers.
BusinessWeek March 3, 2011 Farzad & Son	The Bull Whisperer Sallie Krawcheck, chief of the wealth management unit at Bank of America, needs her Merrill Lynch brokers to drive profit to other divisions. And Merrill's "Thundering Herd" is snorting mad about it
U.S. Banker April 2010 John Hintze	A Wealth of Progress Bank of America aims to turbocharge cross-selling between its banking and wealth management units and move a step closer to building a true one-stop shop.
U.S. Banker May 2010 Matthew De Paula	5 Ways to Optimize the Branch The branch of the future will be much leaner. But the inevitable downsizing of space and staff can be tricky. Here are some ways banks are turning less into more.
U.S. Banker November 2007 Karen Krebsbach	Legal Losses Mount for Banks Found to Run Afoul of Labor Laws A recent spate of big-ticket class-action settlements against retail and investment banks over Fair Labor Standards Act violations is forcing firms to better arm themselves for battle.
U.S. Banker April 2004 Michael Dumiak	Culture Clash Nearly a decade after the last merger wave, dealers sharpen their pencils in the wake of an economic downturn and look to make combinations. Is that really such a good idea?
Bank Technology News April 2009 John Adams	Take Stock of Your Own Real Estate The arrival of automated branch performance management at Summit Bank also came with a 95 percent cost haircut, a welcome savings in a time where every dollar is gold.
The Motley Fool January 19, 2012 Ilan Moscovitz	What Will Happen on Wall Street Today? A recap of today's biggest moves in the banking sector.
U.S. Banker February 2002	Argentina Burning; Fleet, Too Riots in the streets, middle-class people going hungry, a government toppled. And FleetBoston Financial Corp. losing a bundle...
U.S. Banker October 2001 Mark Bruno	Jeter and Nomar Pitch Fleet FleetBoston takes advantage of Yankees-Red Sox rivalry in its aggressive push for business in New York and New England...
U.S. Banker November 2007 Anthony Malakian	M&A Activity: BofA Succumbs to Pressure From Community Activists After six months of pestering Bank of America to make concessions in the communities served by LaSalle Bank, community groups finally scored a partial victory.
U.S. Banker March 2008 Michael Sisk	Recession or Not, BofA Deal Recommits to Consumer Just weeks after BofA agreed to purchase Countrywide Financial for a price that deeply discounted the value of its mortgage holdings, the Federal Reserve stepped up its aggressive rate cutting, taking some pressure off adjustable-rate mortgages and spurring a refinancing mini boom.
U.S. Banker November 2008 Anthony Malakian	BofA Makes Dash in the World Of Premium Cards Bank of America's acquisition of top-tier brokerage Merrill Lynch gives the Charlotte NC-based behemoth "a special edge" in the high-net-worth card industry segment where it once lagged.
U.S. Banker July 2008 Anthony Malakian	As Some Flee Mortgage Mess, Others Seizing the Day As tough a year as 2007 was and 2008 is shaping up to be, some banks see a rare opportunity to grab market share.
CFO January 1, 2004 Roy Harris	The Start of Something Big? A blockbuster fourth quarter gives even pessimists hope that M&A activity has finally turned the corner.
Bank Systems & Technology October 28, 2004 Ivan Schneider	Here Today ... Everywhere Tomorrow The availability of low-cost technology is driving consumer demand for high-tech branches, and banks are getting the message.
Registered Rep. April 16, 2003 David A. Gaffen	Former Brokers Sue FleetBoston A group of former Robertson Stephens brokers have filed suit in San Francisco against FleetBoston Financial, the parent company of Quick & Reilly. The brokers charge that the firm violated their employment rights when it shut down Robertson Stephens in July of last year.
Bank Systems & Technology August 4, 2009 Maria Bruno-Britz	Bank of America's New Executive Roster Ken Lewis reshuffles BofA's management team, including the hiring of former Citi CFO Sally Krawcheck.
Bank Technology News July 2006 John Adams	Measuring Branch Performance: Taking The Guess Out Of The Gaps Deciding how to rate a branch's bottom line can be sticky for banks. Can a Canadian firm's "blueprint" tool bring a distant footprint into focus?
BusinessWeek February 21, 2005 David Henry	Have Dealmakers Wised Up? Acquiring companies seem to be taking a closer look -- and paying less.
BusinessWeek December 9, 2009 Keoun & Mildenberg	TARP: Last Bank Out Is a Rotten Egg Citi, the only major bank left with "exceptional" federal aid, is racing to arrange payback terms.
U.S. Banker October 2004 Michael Dumiak	#3 Amy Brinkley It's calculated confidence and her ability to make a call that gained Amy Brinkley, now chief risk officer, one of the most important positions with the Bank of America.
Bank Technology News August 2006	Branches Take Center Stage: Invest or Fall Behind Branches are a top priority among chief executives who see them as the nucleus of their retail banking franchises. But not all chief executives have been as quick to rethink, retool and reinvigorate their branches as their more aggressive peers.
On Wall Street October 1, 2010 Lee Conrad	Merrill and Morgan Slug It Out With integration behind it, just how does the new Merrill fare against its closest competitor, Morgan Stanley Smith Barney?
The Motley Fool January 15, 2009 Morgan Housel	Bank of America Comes Back for Seconds After biting off more than it could chew with its acquisition of Merrill Lynch, Bank of America is heading back to the bailout line for a second helping.
On Wall Street April 1, 2010 Howard J. Stock	Back Office Move Has Advisors Up In Arms -- Some Bolt Questions surround what will happen to BAI clients when Merrill moves their accounts from National Financial to Merrill Lynch.
U.S. Banker September 2001 Mark Bruno	Compaq Targets Banks for Servicing Computer companies are starting to shift strategies to attract new business from the banking community. Rather than merely offering computer hardware and software products, some have begun to stress servicing agreements. That's the case with Compaq...
BusinessWeek August 5, 2010 John Tozzi	Small Business Lending: The Squeeze Goes On Banks had ambitious small business lending goals for 2010, but they're having a hard time finding worthy creditors with solid expansion plans.