Industry experts say the new team of 25 investment specialists seems designed to tackle the more esoteric aspects of working ...

Merrill Wealth Management announced the launch of its Ultra-High-Net-Worth (UHNW) Advisory Group, a team of more than 25 ...

The company is creating a new team of specialists to better connect advisors and their rich clients with other parts of Bank ...

Merrill Lynch is giving increased attention to its growing base of uber-rich clients.

BofA Chief Executive Officer Brian Moynihan has repeatedly touted the cross-delivery of services between Merrill and the ...

Bank of America is the #2 bank in the US but faces a number of headwinds in the next half decade for its stock to match its ...

Large banks are focused on amassing as many assets under management as legally possible since the landscape has become increasingly competitive. Marketing campaigns promoting wealth management ...

Large financial institutions compete with each other on multiple market fronts. As finance is a global industry, not only are US banking giants like JP Morgan Chase, Bank of America, Wells Fargo ...

Moynihan was the sixth child, growing up in Ohio in a family of scientists, his father working for the chemicals group, ...

Pennington Partners & Co., a leading multi-family office specializing in investment, tax, and estate planning, has announced the appointment of Christopher Wolfe as President and Chief Investment ...