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 of America.
Merrill Launches Advisor Group To Focus On Ultrarich Clients
Merrill Lynch is giving increased attention to its growing base of uber-rich clients.
Wealth Management for UHNWIs: Merrill Introduces Ultra-High-Net-Worth Advisory Group
Merrill Wealth Management announced the launch of its Ultra-High-Net-Worth (UHNW) Advisory Group, a team of more than 25 Merrill specialists.
Bank of America's Merrill puts focus on ultra-wealthy clients with new advisory group
Bank of America's Merrill has introduced an ultra-high-net-worth advisory group to enhance service for clients with substantial assets. Merrill Wealth Management, a division of Bank of America Corp. (NYSE: BAC),
Merrill Wealth Management forms advisory group to serve UHNW clients
The new group will help advisors build tailored portfolios for clients with custom asset allocation and multi-asset strategies.
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 with wealthy clients and leave asset gathering and relationship management to advisors.
Noise Is Your Biggest Enemy, According To This $1.8 Billion Merrill Lynch Team
Laurella, Roundy & Associates are cautiously optimistic about markets in 2025, predicting a comeback in small cap stocks and ...
Former Merrill Boss’ New Firm Lures Its First Team
Lee Woodring and Robert LeRoy are joining Indivisible Partners from Merrill Lynch, where they helped lead a $640 million team ...
Banned man thrown out of gym: Highland Heights Police Blotter
The Euclid man, 24, said that the manager revoked his membership and was stalking him. Officers advised him that he had ...
TMCnet4h
BofA's Consumer Investments Surpasses $500 Billion in Assets as Clients Choose High-Tech, High Touch Approach to Managing Finances
Bank of America today announced its Consumer Investments business has grown to more than $500 billion in client assets, a ...
Financial Advisor IQ1d
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 ...
Think Advisor18h
Janney Added 27 Advisors in 2024
Janney Montgomery Scott LLC announced Thursday that 27 financial advisors joined the wealth management firm in 2024.
WealthManagement.com1d
Savvy Adds Four Advisors, Pushing AUM Over $1B
Savvy also welcomed Samuel Saleh, a Newport Beach, Calif.-based advisor with $50 million in AUM, who was previously with Bank ...
Hosted on MSN2d
Free Museum Passes, Zoo Visits, & More for Bank of America, Merrill Lynch, & US Trust Customers (Over 225 Locations)
If you’re looking for fun and frugal activities the whole family can enjoy, check out the Bank of America Museums on U ...