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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.
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. September 14, 2005 John Churchill	Mother Merrill Adopts Advest From AXA Merrill Lynch and AXA Financial, part of the French insurance giant AXA, announced today that Merrill would buy The Advest Group, AXA's full-service retail brokerage arm. Both firms' shares rose on the news.
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. 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 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.
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.
Registered Rep. May 27, 2004 David A. Gaffen	High-End Investment Advice Grows Globally The private banking industry is growing at a level not seen since the late 1990s, reflecting not only an increase in the market but also an influx of new money into these firms.
BusinessWeek May 13, 2010 Keehner & Kelly	Reliving the Glory Days of DLJ It's reunion time for the bankers of Donaldson Lufkin & Jenrett.
Wall Street & Technology July 1, 2005 Maria Santos	Deutsche Bank's Lehrman Moves to Merrill Ira Lehrman joined Merrill Lynch as first vice president and head of global investment banking and client technology.
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. 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. 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.
On Wall Street December 1, 2012 Pat Olsen	Life Stories: Credit Suisse's Eileen Duff Blalock Discusses Her Life When I talk to young people about career paths, I tell them that mine was not planned and that they need to realize how important networking and building relationships is.
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.
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.
The Motley Fool October 11, 2007 Matt Koppenheffer	Merrill's Green Underbelly Merrill Lynch releases a report stating its intentions to make its own buildings more environmentally friendly, and to look for ways to invest in green businesses.
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. 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.
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. 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. 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. May 22, 2007	Sick Days Merrill Lynch recently announced a new sick-day protocol that shaves down employees' sick-days from 40 to 4. The firm claims the move brings Merrill in line with its competitors.
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. 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.
On Wall Street January 1, 2010	Lyle LaMothe My current role with Merrill Lynch is multi-faceted. We're navigating a difficult economy and I'm helping to lead our wealth management organization through a complex integration with Bank of America.
Knowledge@Wharton	The Merrill Lynch Settlement: Good for Merrill, Not for Investors Many say the Merrill settlement does not resolve investors' fundamental concern: the inherent conflict produced by analysts' multiple dual role of serving investors and Merrill's investment banking business.
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. February 22, 2012 Kristen French	Due Diligence: Merrill Edge on Hiring Binge, Gets One-Third of Clients From FA Referrals Does Merrill Edge, Merrill Lynch's brokerage, banking and financial advice platform for the mass affluent (those with $100,000 to $250,000 to invest), compete with Merrill Lynch financial advisors?
Registered Rep. July 19, 2011 Kristen French	Bank of America Gains 500 Financial Advisors, Client Balances Slip in Q2 It was an ugly quarter for Bank of America, which reported an $8.8 billion loss in the second quarter.
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?
On Wall Street December 1, 2008 Barack et al.	Top 40 Advisors Under 40 See which advisors made the cut and learn how these young guns reached the top of their game.
On Wall Street November 1, 2012 Lorie Konish	Credit Suisse Plans to Expand its Americas Business Anthony DeChellis, Credit Suisse s CEO of Private Banking Americas, has big plans for hiring and expanding assets.
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.
On Wall Street June 1, 2010	Michelle Smith The Co-Founder and Managing Partner of family wealth management at Alexandra & James talks about her career path and her current management philosophy.
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.
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.
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. 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.
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.
Registered Rep. November 14, 2005 John Churchill	For Advest Reps, Clock Is Ticking With only two weeks left before Merrill Lynch closes its deal to buy Advest Group, top reps at the Hartford, Conn.-based firm continue to run for the exits. This past weekend another $8 million in production decamped for other firms.
Registered Rep. March 23, 2006 Kristen French	Merrill To Gorman: Quit Poaching Our Reps And BOMs Is James Gorman, the new head of retail at Morgan Stanley, brazenly poaching employees from his old firm, Merrill Lynch? A judge apparently thinks so.
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. 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.
U.S. Banker June 2011	Hits and Has-Beens Executive Changes: Bank of America is turning to chief risk officer Bruce Thompson to take over as CFO... Edward Grebow appointed president and CEO of Amalgamated Bank... Bank of America Merrill Lynch taps John Thiel as president... more...
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.
On Wall Street November 1, 2011 Pat Olsen	John Thiel In 2000, I moved to San Francisco to start what is now our Private Banking and Investment Group in the Pacific Northwest.
Registered Rep. December 4, 2007 Christina Mucciolo	Thain Recruits Colleagues in First Week at Merrill John Thain wasted no time during his first week on the job as the new head of Merrill Lynch.
Registered Rep. September 15, 2005 John Churchill	Merrill Gets Advest Cheap Merrill Lynch reportedly paid $400 million for the purchase of the Advest Group from AXA. The purchase includes the private client group, an asset management arm and a capital markets group. According to analysts, Merrill got the firm cheap.
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.