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The Motley Fool January 22, 2007 Michael Leibert	Mellon's Charmed Quarter The results were solid, but the story of this asset manager is more complex than the sizzling growth rate implies. Investors, take note.
U.S. Banker August 2002 John Engen	A Remade Mellon When Mellon opted out of retail in favor of asset management, shareholder services and human resources consulting a year ago, analysts praised CEO Martin McGuinn for his ambition as Pittsburgh locals groaned. Turning Mellon on its ear wasn't easy.
The Motley Fool July 23, 2007 Michael Leibert	A Banking Duo's Swan Song Newly merged Bank of New York and Mellon bid individuality adieu. In their final separate financial results both banks showed strong performance, which is expected to continue at Bank of New York Mellon.
Wall Street & Technology January 23, 2007 Greg MacSweeney	Mellon Focused on Bank of New York Merger and new Private Wealth Management Platform Mellon is looking to take advantage of the Bank of New York's international reach while launching a new platform that will transform the way wealth managers interact with ultra-high net worth clients' other advisors.
U.S. Banker September 2001 Robert A. Bennett	Marty McGuinn, Revolutionary Mellon's CEO doesn't look particularly macho, but he's aggressively taken the bull by the horns and returned his venerable bank to its trust company roots...
U.S. Banker November 2001 John Hackett	Wealth Management Forever Wealth managers remain optimistic despite the sharp drop in personal wealth as a result of the stock market's decline...
Bank Technology News June 2007 Glen Fest	Online Banking: Mellon Plots Its Merger of Wealth Services As the lines blur between the needs of institutional investors and individual high-net-worth portfolios, so do the retail and commercial distinctions for Pittsburgh-based Mellon Financial.
U.S. Banker October 2009	Team Players These highly profitable banks all have one thing in common: women in key roles.
U.S. Banker March 2002 John Hackett	Wealth Management Leaders With profit-generating assets shrinking because of the decline in stock prices, some of the biggest players in the wealth management field are hurting. But all assert the future is rosy, at least for them. Many have doubts, however, about the outlook for other players...
Bank Systems & Technology January 23, 2008 Maria Bruno-Britz	Jane Grebenc Named Head of KeyCorp Wealth Management In her new role, she will oversee the Key business groups that provide investment, banking, insurance, and trust services to affluent individuals and families.
The Motley Fool October 30, 2006 Michael Leibert	Muddled Mellon Mellon tinkers with its business mix, but it needs focus to unlock shareholder value.
The Motley Fool November 3, 2005	Drips and DSPs Can Make You Rich Dividend reinvestment plans (Drips) allow you to buy shares of stock directly from companies in nearly any dollar amount (including fractional shares), either without commission or for very low fees.
The Motley Fool April 24, 2007 Michael Leibert	Bank of New York Never Sleeps Bank of New York and Mellon Financial produce solid results as they move toward merging. Shareholders should feel confident that steady profit growth will continue.
The Motley Fool August 22, 2011 Jordan DiPietro	Should You Buy and Hold The Bank of New York Mellon? The Bank of New York Mellon has a beta of 1.25, which isn't necessarily outrageous, but it's not that low either.
Bank Technology News March 1, 2008 John Adams	A Nerve Center for the Very, Very Rich After eighteen months of IT research and development, BNY Mellon launches its multi-million dollar Private Workbench, a new Web platform offering myriad reporting and transaction functionality services to high net-worth clients.
Financial Advisor June 2006 Evan Simonoff	Inside Mellon Increasingly, banks like Mellon are raising the level of their game and competing in the same space as many independent financial advisors. With modest minimum account sizes of $1 million, many of the nation's ubiquitous millionaires-next-door are welcome at the tony private banking unit.
The Motley Fool September 9, 2011 Zeeshan Siddique	Looking Beyond BNY Mellon's Earnings BNY Mellon is a cheap bank with good fundamentals.
Wall Street & Technology June 23, 2008 Melanie Rodier	Wachovia Hires BNY Vets Thomas F. Scaturro and John M. Dowd join Wachovia Wealth Management.
Registered Rep. December 8, 2010 Charles Paikert	BNY Mellon Wealth Management Targets Dallas Opening In First Quarter Bank of New York Mellon Wealth Management will open a new office in Dallas early next year, and is also looking to expand in Florida, Southern California and the Washington, D.C. metro markets, according to chief executive Larry Hughes.
The Motley Fool November 2, 2011 John Grgurich	What Investors Need to Know About Bank of America's Debit-Card Fee Reversal We may not always like banks, but they've been around in one form or another for thousands of years and aren't going anywhere anytime soon.
The Motley Fool January 18, 2006 Stephen D. Simpson	Boring Can Be Lucrative at Mellon Financial Mellon has good market share in good businesses, but the valuation seems to reflect that.
Investment Advisor September 2005 Mark Tibergien	Formulas for Success: The Price of Everything... If you're not adding profit into what each financial advisory client costs, you're losing money. Advisors who use a combination of performance fees tied to assets and a retainer tied to more complex planning are able to consistently demonstrate their value.
AskMen.com Alex Matjanec	Credit Card Fees Since being forced to change or limit the number of fees that they can charge customers, banks and credit card companies have started to tweak their tactics and introduce new ones to keep fees flowing and customers guessing.
The Motley Fool December 15, 2004 Selena Maranjian	How to Pick a Credit Card Look at more than just the interest rate when choosing a card.
The Motley Fool January 29, 2007 Michael Leibert	Bank of New York's Solid Quarter Bank of New York posted solid gains in earnings from continuing operations. Investors, take note.
Bank Systems & Technology May 4, 2005 Phil Britt	Stay a While Mellon's in-house technicians, using proprietary Web-based technology that they already relied on to support other corporate banking functions, developed Liquidity Management Service (LMS)
Investment Advisor July 2006 Robert F. Keane	Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has.
AskMen.com March 2, 2003 Dan Carter	5 Not-So-Obvious Banking Fees After reading this article, you'll have a heads-up on where banks get you good and how you can avoid extra costs as much as possible.
The Motley Fool April 17, 2006 Stephen D. Simpson	Not Quite Wacky for Wachovia Wachovia is a well-run and growing financial institution. It's just not the cheapest option out there for investors.
Financial Planning March 1, 2008 John J Bowen	Getting an Edge For many financial advisors, the choice to offer wealth management services isn't easy. They wonder if wealth management is really worth it. The answer is yes.
Financial Planning September 1, 2006 John J. Bowen	Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice.
Registered Rep. October 18, 2011 Charles Paikert	Freedom From Wealth: Heavy Hitters Offer Game Plan For High Earners "Freedom from Wealth" is at its best when it clearly lays out exactly how families should approach the wealth that they have, including what they want it to be for and how they should go about managing it.
Registered Rep. May 31, 2011 Charles Paikert	Wealth Management Business Booming, but Pricing Practices Questioned Questions arise from a widely anticipated new study from The Boston Consulting Group released yesterday.
CIO January 15, 2004 Christopher Lindquist	Security Supergroup Carnegie Mellon's CyLab combines experts into an information security powerhouse.
The Motley Fool November 12, 2004	Get Those Annual Fees Waived If you've ever wondered whether there's any way to get a credit card company to waive its annual fee, there's no harm in asking.
Registered Rep. June 7, 2011 Charles Paikert	Wealth Managers Wooing Gen Y Heirs with Conferences and Workshops The intense focus on offering educational programs to children of wealthy clients is being fueled by both a practical need to cultivate new customers and genuine demand, say industry executives.
Registered Rep. June 22, 2011 Charles Paikert	Wealth Managers Must Make Changes to Attract High-Net-Worth, Industry Reports Wealth managers need to make key changes in the way they do business to stay competitive, two major studies of the industry have concluded.
The Motley Fool October 20, 2004 Selena Maranjian	Few Self-Made Millionaires Many millionaires admit that they couldn't have done it without others.
Financial Planning August 1, 2013 Charles Paikert	What the Rich Need Now Three new reports suggest the wealth management industry still needs improvement - and hint at a slowdown after recent growth.
The Motley Fool February 24, 2006 Nathan Parmelee	Cash Machines Over time keeping transaction costs and taxes to a minimum, buying beaten up stocks without worrying about getting heckled, and allowing dividend reinvestment to power returns will give you an advantage over the market.
The Motley Fool April 18, 2006 Stephen D. Simpson	Should Investors Thump This Mellon? This financial firm isn't a bad long-term idea for investors, but it's not terribly cheap today.
U.S. Banker October 2001 Paul Muolo	How Much Can They Take? It's hard to imagine Mellon Financial Corp. messing up the way it did in its contract to process individual tax returns for the Internal Revenue Service...
Financial Planning January 1, 2009 Stacy Schultz	Manage My Wealth Most affluent individuals do not like the term "wealth management," a new study by SpectremGroup reveals.
Financial Planning November 1, 2009 John J. Bowen Jr.	Getting the Right Help Financial services firms aren't doing enough to support the transition to wealth management.
The Motley Fool August 27, 2009 John Rosevear	These Stocks Could Make You Truly Rich Can you get wealthy -- really wealthy -- by holding stocks for a long time?
Wall Street & Technology June 2, 2009 Melanie Rodier	China Wealth Management Market Has Huge Potential Wealth management services from Chinese banks have huge potential, according to a new report.
The Motley Fool September 20, 2004 Mathew Emmert	Dripping With Dividends Even if you're not looking for that quarterly paycheck, don't underestimate the power of dividend reinvestment. Harness this key growth enhancer for your portfolio, and start compounding your compound returns!
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
Registered Rep. July 1, 2011 Jerry Gleeson	Selling Alpha? BAD MOVE. Talon Asset Management announces it is selling about two-thirds of its business to global investment manager BNY Mellon.
CFO January 10, 2007 Edward Teach	Bank of New York's Bruce Van Saun Bank of New York's vice chairman and CFO discusses his bank's merger with Mellon Financial.