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Wall Street & Technology September 18, 2007 Melanie Rodier	Merrill Lynch's Lehrman Named Head of Global Credit Trading Technology Given the volatility in the credit markets as of late, Ira Lehrman jokes that assuming his new position as global head of credit trading technology at Merrill Lynch will be like "getting into the cockpit of a plane while in flight."
Wall Street & Technology May 21, 2007 Greg MacSweeney	20 Year Wall Street Data Veteran Roseann Palmieri Joins Merrill Lynch Palmieri's career -- including 10 years at Morgan Stanley, six years at Deutsche Bank and, most recently, four years at Bank of America Securities -- has touched almost every part of the data management business.
Registered Rep. October 2, 2008	Thain Gets a Job at Bank of America Merrill Lynch CEO John Thain has accepted an offer to be president of Global Banking, Securities and Wealth Management at Bank of America.
Registered Rep. January 1, 2003 David A. Gaffen	Merrill Takes it To the Bank One of Merrill Lynch's major initiatives in the coming year will be to continue to attract clients to the firm's expanded banking service, known as Beyond Banking.
The Motley Fool January 23, 2006 Stephen D. Simpson	Maybe a Bull Case for Merrill Lynch This large broker-dealer is doing well, but further operating improvements could make it a bargain for investors.
Registered Rep. April 27, 2011 Jerry Gleeson	Merrill Lynch Names Thiel to Run U.S. Brokerage Thiel, 50, will replace Lyle LaMothe. LaMothe, also 50, said on March 4 that he would retire as head of Merrill Lynch U.S. Wealth Management.
Registered Rep. November 1, 2004 David A. Geracioti	Merrill Names Dallas Private Banking Head Mark Casey was moved to Merrill Lynch's new Private Banking and Investment Group office in Dallas, where he will oversee the so-called "Texas region" of that group.
Registered Rep. May 1, 2005 Will Leitch	So They've Got That Going for Them...Which Is Nice For all the problems it's been having in the last several months, Morgan Stanley can hang its hat on this good news: It is now the largest securities firm in the country.
Registered Rep. March 16, 2012 Kristen French	Due Diligence: Merrill Cost-Cutting Centers on Client Segmentation, Less Bureacracy Merrill Lynch financial advisors can expect Bank of America cost-cutting to take the form of greater client segmentation and reduced bureaucracy, said John Thiel of Merrill Lynch
The Motley Fool July 18, 2007 Matt Koppenheffer	Dissecting Merrill's Earnings A second look at the bumper earnings from Merrill Lynch. Investors, take note.
CRM May 1, 2003 Ron Miller	Big Deal Merrill Lynch signs a five-Year CRM contract.
Wall Street & Technology November 18, 2005 Cory Levine	Fixed-Income Analytics Merrill Lynch unveiled a new fixed-income analytics and data tool, MLXport, which currently is available to select institutional clients as a download.
The Motley Fool April 20, 2007 Matt Koppenheffer	Party On, Merrill! For investors in the brokerage industry, it would appear that the party still isn't over. Merrill Lynch delivered knockout first-quarter results.
Registered Rep. January 22, 2009	Thain Departs BofA--An $87,000 Rug? Say It Ain't So, John! Client AUMs Fall By 30 Percent In 2008 John Thain, former CEO of Merrill Lynch and the man who engineered the sales of the storied Wall Street firm to Bank of America in September, is leaving the combined firm immediately.
Registered Rep. February 10, 2009	In First Media Interview, McCann Says Resignation Was At A "Logical Time" In his first interview since leaving Merrill Lynch, Robert J. McCann says he maintains good feelings for both Merrill Lynch and the timing of his departure.
Registered Rep. October 23, 2007 John Churchill	Pre-Earnings Whisper Not Good for Merrill By announcing the likelihood of a multibillion-dollar write-down in its third quarter a few weeks ago, Merrill Lynch prepared investors for dismal earnings.
The Motley Fool July 20, 2006 Alex Dumortier	Merrill's Bull Stampeding Nearly all of Merrill's business lines showed strength and the firm seems to have navigated smoothly through a choppy market. That ought to keep investors running with this bull for now.
Registered Rep. April 15, 2009 Kristen French	Bank of America Launches Client Referral Program It's one of several referral programs the bank is putting together as part of its integration with Merrill Lynch, including one that would offer leads from the commercial banking division to certain Merrill Lynch advisors.
Registered Rep. May 14, 2010 John Aidan Byrne	Bank of America Still Ramping Up Merrill Branding Though it recently wrapped up a national advertising campaign for Merrill Lynch, Bank of America continues to ramp up branding of the division, with an extension of the Merrill New York Yankees sponsorship and other activities.
Bank Director 4th Quarter 2009 Jack Milligan	For BofA, a Year of Living Dangerously While some might resent it, strong CEOs sometimes need strong boards to protect them from themselves.
Registered Rep. January 24, 2011 Jerry Gleeson	BofA/Merrill Pricing Plan To Advance Cross-Selling Merrill Edge, the discount investment brokerage that Merrill Lynch rolled out last year, is playing its part in parent company Bank of America's effort to cross-sell consumer banking and investment services.
Registered Rep. November 6, 2008	Bank Of America To Sign Protocol, Herd Still Weighing Options Bank of America intends to sign the so-called "broker protocol," an agreement signed by most of the brokerage firms and RIAs stipulating what client information is acceptable for a departing financial advisor to take without getting sued by the former employer. But when?
Registered Rep. February 16, 2012 Kristen French	Due Diligence: LaMothe Takes Swipe at BofA, Does 180 on Value of Bank-Brokerage Tie Ups Lyle LaMothe, former head of retail brokerage Merrill Lynch, claims that Merrill advisors are leaving the firm because they are being pushed to sell the whole bank instead of focus on wealth management and what's best for their clients.
Investment Advisor November 2009 Kathleen M. McBride	Merrill's Big Plans The importance of culture at the organization is what Sallie Krawcheck spoke of at her first press conference as president of Global Wealth Management & Investment Management at Bank of America Merrill Lynch.
Registered Rep. May 2, 2006 Kevin Burke	Merrill's Japanese Venture Opens Its Doors...Again Merrill Lynch teamed with Japan's Mitsubishi UFJ Financial Group, armed with 150 financial advisors, in attempt to change the island nation's reputation as a society of savers -- a people who prefer to keep cash stowed away in low-interest bearing savings accounts.
Registered Rep. July 1, 2005 Kristen French	Demotion or Promotion? When Merrill Lynch announced that it would replace James Gorman, head of the firm's brokerage group, with his boss, Robert McCann, tongues wagged: Was Gorman simply moved into a sinecure? Put out to pasture? Or was he moved into a real post with real responsibilities?
Registered Rep. February 1, 2011	Poll: Are Advisors Being Pressed to Peddle Bank Products? To what extent do brokers at Merrill Lynch, Wells Fargo Advisors and elsewhere want to sell banking products?
Registered Rep. November 10, 2009 David A. Geracioti	Merrill Integration Ahead of Schedule, Says Lewis An article in the New York Post claims Merrill Lynch advisors are annoyed with Bank of America's (BoA) efforts to get them to offer their clients BoA checking accounts, but Ken Lewis says that's not true.
Registered Rep. October 5, 2009 Kristen French	Merrill Launches Branding Campaign; Recruiting Net Positive The new campaign Monday will cost the firm $20 million in the fourth quarter, the most Merrill has ever spent on marketing.
Registered Rep. October 1, 2002 Glenn Curtis	Is Merrill Lynch Headed to the Altar? Despite repeated denials by UBS CEO Marcel Ospel, there is persistent speculation that the Zurich-based bank has been preparing a formal takeover bid for Merrill Lynch. However, there are hurdles, and Merrill may stick it out alone.
Registered Rep. January 29, 2007 John Churchill	Merrill Adds Another (Expensive) Piece Merrill Lynch announced plans to acquire First Republic Bank, a San Francisco-based private banking and wealth-management firm with $16.4 billion in assets under management, for $1.8 billion.
Registered Rep. November 9, 2009 Kristen French	BofA Pressures Merrill FAs To Sell Bank Products Some of Merrill Lynch's 15,000 financial advisors are feeling pressure to sell parent company Bank of America's checking and savings account products -- and they're not happy about it.
Registered Rep. August 4, 2009 French & Churchill	Dan Sontag Departs Merrill Lynch Much beloved by Merrill financial advisors, Dan Sontag is stepping down as head of Merrill Lynch Global Wealth Management.
Registered Rep. October 1, 2008 David A. Geracioti	The Deposit Sugar Daddy The surprising take over of Merrill Lynch by Bank of America.
Registered Rep. May 15, 2008 John Churchill	Merrill's New Stock Rankings Merrill Lynch announces new guidelines for its research analysts that will require them to increase the number of firms in their coverage area that they expect will fall or underperform in the coming 12 months.
BusinessWeek September 2, 2010 Moore & Mildenberg	In the Battle of the Big Brokers, Merrill Is Winning Merrill Lynch earns higher profits with fewer advisers, thanks to a smooth integration with Bank of America and more cross-selling.
BusinessWeek November 26, 2007 Maria Bartiromo	John Thain on His New Job as CEO of Merrill Lynch John Thain talks about his appointment as CEO of Merrill Lynch.
The Motley Fool September 21, 2007 Matt Koppenheffer	Quick Take: Like Stocks Right Now? You're Not Alone. Volatility and uncertainty have certainly risen in the past few months, but that hasn't dampened many investors' interest in stocks.
Registered Rep. January 26, 2009 John Aidan Byrne	New Head, But Same Old Mission For Merrill's Retail Bank of America has named general counsel Brian Moynihan, an executive well versed in legal and business principles, to replace John Thain.
Registered Rep. October 28, 2015	Merrill Lynch: A Simple and Streamlined Approach Merrill Lynch designed Merrill Lynch One, a multi-year, $100 million project that brought together five disparate money management platforms, each with their own fee structure, enrollment process and website.
Investment Advisor December 2009 Melanie Waddell	Retirement Planning: Income Plans, Merrill Style Service links Bank of America deposit accounts with Merrill Lynch cash management accounts.
Registered Rep. December 1, 2004 David A. Gaffen	Merrill Watching Consolidation with Eyes Wide Open James Gorman, head of Merrill Lynch's private client group, believes the brokerage industry will continue to consolidate in the coming years.
The Motley Fool June 30, 2008 Alex Dumortier	Merrill Apes Goldman ... Again Merrill Lynch will create a senior executive role responsible for all European businesses in a move that mimics Goldman Sachs' hierarchy.
Registered Rep. June 11, 2008	Thain + You, Sittin' in A Tree Merrill Lynch CEO John Thain heaps praise upon the wealth management division during an interview.
Registered Rep. February 1, 2005	Comings & Goings Edward Jones announced in an SEC filing settling... Greg Fullmer, who had been with Goldman Sachs for 11 years... Nick Stonestreet has been promoted by Merrill Lynch... etc.
Wall Street & Technology October 20, 2006 Cory Levine	Sorice to Lead Merrill And ITG's Block Alert Steven Sorice has been appointed CEO of Block Alert, the block crossing network joint venture from New York-based Merrill Lynch and Investment Technology Group (ITG).
Registered Rep. October 31, 2007 John Churchill	UBS Earnings Bomb Swiss banking giant UBS joined Merrill Lynch at the bottom of the credit related write-down pile with the release of its earnings.
Registered Rep. October 21, 2009 Halah Touryalai	Bank of America Sells First Republic Bank Bank of America is in the midst of raising capital to help pay back $45 billion in loans it received from the government.
Registered Rep. April 26, 2007 Halah Touryalai	Hydie Sumner Fired by Wachovia It's been ten years of legal wrangling with Hydie Sumner's former employer, Merrill Lynch. But today it's another firm at the center of the Sumner drama -- Wachovia Securities, which fired her yesterday.
Registered Rep. September 15, 2008 Kristen French	Merrill Lynch Sells Itself To Bank of America: Update 3 The biggest question, now that BofA has agreed to buy Merrill Lynch, is what Bank of America will do to hold onto Merrill Lynch's dearest asset -- its approximately 17,000 financial advisors.