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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.
October 8, 2009 |
UBS Hires Bob McCann UBS has hired former Merrill Lynch executive Bob McCann to run its wealth management division in the Americas. |
Registered Rep.
January 6, 2009 |
Sontag Takes McCann's Job At Merrill More shocking to Merrill Lynch advisors than the sudden departure of their leader is the disappearance of the "MER" logo from their computer screens. |
Registered Rep.
October 1, 2009
John Aidan Byrne |
Former ML Chief Free to Take Job Robert J. McCann is free to take the reins at a major Merrill rival now that he settled a lawsuit today with Bank of America. |
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.
January 6, 2009 |
Merrill's McCann Clashed With Thain Bob McCann, a popular Merrill veteran who led the firm's 16,850-person "thundering herd" of brokers, has resigned. |
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. |
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.
June 6, 2005
Kristen French |
Gorman's New Job at Merrill: Demotion or Promotion? The leadership change was welcomed by brokers but is unlikely to shake things up at the brokerage unit. |
Registered Rep.
October 30, 2003 |
Merrill CEO: We're Hiring Stan O'Neal, chairman and chief executive officer of Merrill Lynch, says the company is accelerating its hiring of financial advisors. |
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 |
Registered Rep.
August 26, 2009
David A. Geracioti |
Is McCann Close to a Deal with UBS? Bloomberg is reporting that Bob McCann, the former head of Merrill Lynch's brokerage unit, is nearing a deal with his old employer that will allow him to take a job running UBS's wealth management unit. |
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.
October 10, 2008
John Churchill |
McCann: Merrill Managers Get No Retention, FA Package Due in Two Weeks Merrill's president revealed that managers will get no retention package and only the top third of financial advisors will be getting a deal. |
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. |
Registered Rep.
October 27, 2009
John Aidan Byrne |
McCann Vows to Return UBS Wealth Management To Profitability New CEO Robert J. McCann says the wealth management division of UBS will not be put on the block. |
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. |
Registered Rep.
November 14, 2007
John Churchill |
NYSE's John Thain New Merrill CEO According to reports in the online versions of the New York Post and The Wall Street Journal, NYSE Euronext CEO John Thain has accepted the top spot at Merrill Lynch. |
Registered Rep.
November 15, 2007
Christina Mucciolo |
Merrill Stops Squirming, Reps Have Mixed Reviews Previously, Merrill Lynch chiefs have usually been plucked from in house, and were former brokers, convivial and backslapping. By contrast, recently hired CEO John Thain is considered cerebral and not charismatic. |
Registered Rep.
September 19, 2006
John Churchill |
Merrill's O'Neal to Be Deposed for Discrimination Suit Stanley O'Neal, chairman and CEO of Merrill Lynch, will be deposed as part of the discovery phase in a race-discrimination suit filed by one of the firm's black brokers. |
Registered Rep.
December 1, 2005
Kristen French |
Merrill Lynch: Still Wirehouse Queen Merrill reps like what they see. This year, the firm kept top honors among wirehouses in the Broker Report Card surveys, and beat its own overall score from last year. |
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.
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.
September 5, 2002
Rick Weinberg |
While O'Neal Speaks, Rumors Fly Merrill Lynch President Stan O'Neal spoke at his firm's financial services conference about the erosion of investor confidence and restoring investor trust. But the buzz was all about a report in a German newspaper that UBS AG had made an offer for Merrill. |
Registered Rep.
June 1, 2010
John Aidan Byrne |
Bank of America Ramps Up Online Brokerage Bank of America is making a push into electronic brokerage services, a menu that includes free online trading and a new platform called Merrill Edge, set to debut in late June. Some say the new services will steal business from Merrill advisors. |
Registered Rep.
January 26, 2006
Kevin Burke |
Merrill Awards O'Neal $20.6 Million in Stock Merrill Lynch CEO Stanley O'Neal was once again among the highest paid Wall Street executives in 2005. |
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.
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.
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. |
Registered Rep.
September 20, 2005
John Churchill |
Merrill Cutting Top Brass Merrill Lynch, famous for its seemingly continual reorganizations, is at it again. Specifically, the firm is firing half of its regional directors, sources say. |
Registered Rep.
July 1, 2006 |
Merrill Eyeing Banking for Small Business Merrill Lynch CEO Stanley O'Neal says the firm could purchase a consumer bank as part of a strategy to make his firm's retail brokerage operation more attractive to small business clients. |
Registered Rep.
June 1, 2005 |
60 Seconds with Bob McCann The Vice Chairman of Merrill Lynch's Wealth Management Group talks about the brokerage giant's hiring plans and other current initiatives. |
The Motley Fool
January 28, 2009
Morgan Housel |
Here Comes the Pain for Thain Just days after resigning from Bank of America, former Merrill Lynch CEO John Thain has been subpoenaed by the New York Attorney General regarding $4 billion in bonuses paid just days before merging with B of A. |
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.
June 6, 2006
Halah Touryalai |
End of Settlement Talks Bring Students to Protest Against Merrill Lynch African-American college students protested in front of several Chicago-based Merrill Lynch offices one day after settlement talks between African-American reps who claim they were discriminated against and Merrill Lynch came to an end. |
Registered Rep.
January 28, 2009
John Aidan Byrne |
Merrill Chief Sontag Vows "To Restore Pride"; Brokers Ask, Hey, Sontag, Where Is My Bonus and Junket? Daniel C. Sontag, chief of Bank of America's newly-acquired wealth management division, fielded some tough questions Monday from miffed Merrill Lynch financial advisors. |
Registered Rep.
October 14, 2010
Kristen French |
Merrill Brokers Had "Good Reason" To Leave, And Got $1.2 ml For It Two former Merrill brokers won $1.167 million in an arbitration award from Merrill Lynch for deferred compensation benefits |
Registered Rep.
October 26, 2007
David Geracioti |
O'Neal Rumored To Be On the Chopping Block Apparently Merrill Lynch has been gorging itself on risk. And, it may cost CEO Stan O'Neal his job. Merrill's shares are down by about 35% this year. |
Registered Rep.
June 21, 2006
Kevin Burke |
Merrill Eyeing Overseas Wealthy, Banking for Small Business Merrill Lynch, on the prowl for strategic acquisitions, may look overseas for its next purchase in an effort to bolster its wealth-management business. |
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. |
On Wall Street
September 1, 2009
Helen Kearney |
On Life Support a Year Ago, Merrill Pays for Top Producers Merrill, under BofA, seems to be on the hunt to add to its ranks, and it's offering a very competitive package that has almost unlimited upside for top producers. |
Registered Rep.
August 25, 2006
Kevin Burke |
Merrill Fighting Back Against Recent Defections The recruiting war for top brokers remains fierce. The latest evidence of the fight to win million-dollar producers involves the industry's biggest firms. |
Registered Rep.
September 8, 2006
Halah Touryalai |
Merrill Discrimination Suit Moves Forward After Failed Settlement Talks The racial-discrimination suit against Merrill Lynch is under way again after settlement talks between African-American brokers and the firm came to a halt in early June. |
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.
October 7, 2009
John Aidan Byrne |
Exclusive: McCann Back To Work In October Robert J. McCann, former president of Merrill Lynch, settles a bitter lawsuit with Merrill parent company Bank of America over a non-compete agreement. The settlement frees McCann to return to work this month. |
Registered Rep.
February 26, 2009
John Churchill |
AG Cuomo Has the Goods--What Will Come of Merrill Bonuses? Former Merrill CEO John Thain testified before the AG for the second time on Tuesday, abiding by a court order that he share the names of bonus recipients with the AG after he initially declined to do so. |
Registered Rep.
March 12, 2004
John Churchill |
Merrill Rewards CEO for Record Profits According to the company's 2004 proxy statement, O'Neal's massive compensation is due to the company's superior performance in 2003. Merrill tallied $4 billion in profits and improved revenue during tough market conditions. |
Registered Rep.
August 26, 2010
John Aidan Byrne |
Neck And Neck, Morgan and Merrill On Hiring Sprees Both firms say they plan to add net financial advisors in 2010, adding to stated plans to sign up 2,000 trainees each this year. |
Registered Rep.
April 15, 2011
Kristen French |
Merrill Earnings Strongest Since Bank of America Takeover Bank of America's Global Wealth and Investment Management division, which includes Merrill Lynch, reported its highest earnings since Bank of America's takeover of Merrill in late 2008, as asset management and brokerage fees rose. |
Registered Rep.
June 4, 2009
John Churchill |
Merrill Lynch's Dan Sontag Out? Salaried Merrill Brokers? Not so Fast According to a story posted yesterday on Clusterstock.com, a financial blog, Dan Sontag, head of Merrill Lynch's global wealth and investment management unit, is about to be pink-slipped. |
