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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.
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.
February 1, 2011
Charles Paikert |
Wealth Management Market Report: Hunting for Big Game in Tinsel Town Like the glamorous actors and actresses Los Angeles is famous for, the city's wealth management market stands out on the national scene. |
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.
January 1, 2007
Halah Touryalai |
Riding High It was a fine year for brokerage firms -- especially their stocks. No one came up bigger than Goldman Sachs and Morgan Stanley in terms of percentage gains. |
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.
April 13, 2004
David A. Gaffen |
Merrill Reports Record Quarter Merrill Lynch reported earnings of $1.3 billion for the first quarter of 2004, a 95 percent increase from the same period a year ago. |
Registered Rep.
April 20, 2009
John churchill |
Bank of America Q1 Earnings Beat Estimates; Top Financial Advisors Staying Put Bank of America joins Wells Fargo, Citi and Goldman Sachs on the list of banks reporting better than expected earnings in the first quarter. |
Registered Rep.
April 16, 2010
Jerry Gleeson |
Merrill Advisor Defections Flat In Q1, Profit Falls Profits were down last quarter at Merrill Lynch but the brokerage's performance still helped to lift the fortunes of its new parent, Bank of America Corp. |
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. |
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.
September 14, 2006
Kevin Burke |
Merrill Opens More Boutique Branches For Ultra Wealthy; Now Recruiting Private Bankers The focus of the private banking unit is built on the premise that ultra-high-net-worth clients have different needs than those of the slightly less affluent. |
On Wall Street
March 1, 2012 |
Who's News UBS Wealth Management Americas has hired six financial advisors... Morgan Stanley Smith Barney hired Merrill Lynch advisors Philip Ressa and Justin Cho... Barclays Wealth has hired eight financial advisors... |
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. |
The Motley Fool
October 22, 2008
Morgan Housel |
Another Insane Wall Street Pay Story One sneaky Merrill Lynch employee just scored himself a nice eight-figure windfall for no more than a few months work. |
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.
November 1, 2007
John Churchill |
Subprime Mess: Merrill and Goldman Reportedly Under Eye of SEC The subprime debt market blowup has had very different effects on Wall Street firms Goldman Sachs and Merrill Lynch, but both firms could be getting a visit from the SEC to make sure everyone played by the rules. |
Registered Rep.
July 1, 2006
Kristen French |
Trading Up The Wealth Advisor Institute, a new trade group for advisors who cater to the wealthy, opened its doors in June. |
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.
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.
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.
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. |
The Motley Fool
October 21, 2009
Brian Richards |
Wall Street Bonuses: Good for America? According to one of Goldman's international advisors, big bank bonuses are something we have to "tolerate." |
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.
July 7, 2004
David A. Gaffen |
Merrill Shuffles Branch Managers Merrill Lynch in recent weeks has shuffled a number of branch managers to new offices. The new assignments are partially due to promotions and partially a reaction to managers leaving the firm, according to sources. |
Registered Rep.
July 18, 2007
Kevin Burke |
Merrill Reports Strong Revenues, Adds 270 Advisors Merrill Lynch's retail brokerage arm turns in another strong quarter, as fee-based revenue continued to climb to record levels. |
Registered Rep.
March 5, 2012
Jerry Gleeson |
Team Swaps Merrill for Hightower Over Frustration with International Biz Jordan Waxman, Kenneth Hoffman and Richard Steinberg left Merrill Lynch and joined HighTower, the Chicago-based national registered investment advisor. |
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. |
The Motley Fool
September 15, 2008
Alex Dumortier |
B of A Marries Merrill, Leaves Lehman We went into the weekend thinking Bank of America might rescue Lehman Brothers. In a twist that demonstrates how fluid the current environment is, now Lehman is out, with B of A announcing it will acquire Merrill Lynch in an all-stock deal. |
AFP eWire
December 3, 2007 |
New Bank Philanthropy Fund Has Billion-Dollar Goal A new donor-advised fund started by global investment bank Goldman Sachs has a goal of raising $1 billion over the next several years. |
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.
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. |
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.
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.
October 22, 2002
Rick Weinberg |
Merrill to Reps: Go Get 401(k) Business Merrill Lynch advisors are now going to offer participants in Merrill-run retirement plans specific buy and sell recommendations. Indeed, participants may elect to turn over all investment decisions to Merrill advisors. |
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. |
The Motley Fool
January 18, 2008
Matt Koppenheffer |
Why Would Anyone Be Bullish on Merrill? After dropping 50% from its 52-week high, will Merrill Lynch be able to continue as a going concern? |
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. |
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. |
The Motley Fool
December 26, 2007
Matt Koppenheffer |
The Merrill Makeover Merrill's new CEO isn't wasting any time trying to whip the company into shape. |
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.
April 1, 2005 |
By the Numbers CEO Pay Score Card: Merrill Lynch, Stanley O'Neal - $32 million... Goldman Sachs, Henry Paulson - $29.8 million... etc. |
Registered Rep.
November 30, 2010
John Aidan Byrne |
Report: Merrill Edge Threatens Online and Regional Brokers, Not Its Own FAs A new report by research firm Aite Group this week, sees Bank of America Merrill Lynch's recently expanded online brokerage business -- as a serious challenge to the online business of powerhouses such as Charles Schwab and Fidelity Investments. |
On Wall Street
January 1, 2009
Frances A. McMorris |
The 2009 Challenge: Embracing Change Now that the major earthquakes seem to be over, advisors at the brokerage firms once known as wirehouses increasingly find themselves asking the question: Should I stay or should I go? |
Registered Rep.
October 24, 2008
John Churchill |
Merrill Retention Is Adequate for Top Dogs, Scanty for Lower-Tier Producers The long-awaited Merrill Lynch retention package has arrived. Not surprisingly, top producers will probably be pleased, but others may not. |
The Motley Fool
April 20, 2006
Stephen D. Simpson |
Merrill's Running of the Bull What kind of risks is this firm taking to grow its earnings? Are investors willing to let management's plans unfold? |
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.
April 18, 2008 |
Merrill: An Able Foil to Bear? Merrill Lynch's streak continues -- a third quarter in a row that the firm has reported a loss. |
Registered Rep.
April 17, 2003
Ross Tucker |
Goldman Acquiring Fee-Based Advisory Goldman Sachs announced plans to acquire The Ayco Company, one of the country's oldest fee-based advisory firms. The deal, which would add $6 billion to Goldman's $347 billion in assets under management, is notable for Goldman's interest in a business comprised of middle-rich clients. |
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. |
