Bank of America’s Merrill Wants to Serve More Ultrawealthy Clients. Here’s How.
The company is creating a new team of specialists to better connect advisors and their rich clients with other parts of Bank ...
Financial News & Daily Record22h
ICE buys Deerwood Park North campus from Bank of America for $42 million
The operator of the New York Stock Exchange and owner of Black Knight announced plans in December for a new Mortgage ...
Financial Advisor IQ2d
Merrill, BofA Add Wealth Execs from Citi, UBS
Merrill Lynch and the Bank of America Private Bank have bolstered their investment solutions group with the hiring of ...
Bank of America's Merrill puts focus on ultra-wealthy clients with new advisory group
BofA said yesterday that Merrill has introduced an ultra-high-net-worth advisory group to enhance service for clients with ...
InvestmentNews7d
Merrill sharpens ultra-high-net-worth focus with new advisory group
Roughly two dozen specialists to support Merrill Wealth Management advisors on alts, custom asset allocation, specialized ...
Financial Advisor7d
Merrill Launches Advisor Group To Focus On Ultrarich Clients
Merrill Lynch is giving increased attention to its growing base of uber-rich clients.
Financial Advisor IQ6d
Merrill Creates New Unit to Help FAs Deliver UHNW Services
BofA Chief Executive Officer Brian Moynihan has repeatedly touted the cross-delivery of services between Merrill and the ...
Crowdfund Insider2d
Consumer Investments at Bank of America Surpass $500B in Assets as Clients Choose High-Tech Approach to Managing Finances
Bank of America (NYSE: BAC) announced its Consumer Investments business has grown to more than $500 billion in client assets.
Financial Planning7d
Merrill starts UHNW advisory group, targeting $10M+ clients
Industry experts say the new team of 25 investment specialists seems designed to tackle the more esoteric aspects of working ...