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Registered Rep.
October 21, 2009
Halah Touryalai
Bank of America Sells First Republic Bank Bank of America is in the midst of raising capital to help pay back $45 billion in loans it received from the government. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
December 1, 2010
Charles Paikert
First Republic To Expand Wealth Management Business Post-IPO The firm, known primarily for its high-end lending business, plans to expand its wealth management division, it said in its offering circular, released Monday. mark for My Articles similar articles
Registered Rep.
June 21, 2006
Kevin Burke
Merrill Eyeing Overseas Wealthy, Banking for Small Business Merrill Lynch, on the prowl for strategic acquisitions, may look overseas for its next purchase in an effort to bolster its wealth-management business. mark for My Articles similar articles
Registered Rep.
July 1, 2006
Merrill Eyeing Banking for Small Business Merrill Lynch CEO Stanley O'Neal says the firm could purchase a consumer bank as part of a strategy to make his firm's retail brokerage operation more attractive to small business clients. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
November 29, 2010
Charles Paikert
First Republic Set To Go Public Five months after Bank of America sold it off to private equity firms, First Republic Bank announced today that it plans to go public. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
October 30, 2003
Merrill CEO: We're Hiring Stan O'Neal, chairman and chief executive officer of Merrill Lynch, says the company is accelerating its hiring of financial advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
October 30, 2007
Christina Mucciolo
O'Neal Gone: Reps Apathetic, Analysts Say Get Back To Basics If you work at Merrill, enjoy the cloak-and-dagger board room fight. In reality, things aren't so bad. The bottom line: Merrill ought to stick to what it is good at -- retail brokerage. mark for My Articles similar articles
Registered Rep.
January 22, 2009
Thain Departs BofA--An $87,000 Rug? Say It Ain't So, John! Client AUMs Fall By 30 Percent In 2008 John Thain, former CEO of Merrill Lynch and the man who engineered the sales of the storied Wall Street firm to Bank of America in September, is leaving the combined firm immediately. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
November 6, 2008
Bank Of America To Sign Protocol, Herd Still Weighing Options Bank of America intends to sign the so-called "broker protocol," an agreement signed by most of the brokerage firms and RIAs stipulating what client information is acceptable for a departing financial advisor to take without getting sued by the former employer. But when? mark for My Articles similar articles
Registered Rep.
June 1, 2010
John Aidan Byrne
Bank of America Ramps Up Online Brokerage Bank of America is making a push into electronic brokerage services, a menu that includes free online trading and a new platform called Merrill Edge, set to debut in late June. Some say the new services will steal business from Merrill advisors. mark for My Articles similar articles
Registered Rep.
October 28, 2015
Merrill Lynch: A Simple and Streamlined Approach Merrill Lynch designed Merrill Lynch One, a multi-year, $100 million project that brought together five disparate money management platforms, each with their own fee structure, enrollment process and website. mark for My Articles similar articles
Registered Rep.
December 1, 2005
Kristen French
Merrill Lynch: Still Wirehouse Queen Merrill reps like what they see. This year, the firm kept top honors among wirehouses in the Broker Report Card surveys, and beat its own overall score from last year. mark for My Articles similar articles
Registered Rep.
April 16, 2010
Jerry Gleeson
Merrill Advisor Defections Flat In Q1, Profit Falls Profits were down last quarter at Merrill Lynch but the brokerage's performance still helped to lift the fortunes of its new parent, Bank of America Corp. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 30, 2008
Alex Dumortier
Merrill Apes Goldman ... Again Merrill Lynch will create a senior executive role responsible for all European businesses in a move that mimics Goldman Sachs' hierarchy. mark for My Articles similar articles
Registered Rep.
November 15, 2007
Christina Mucciolo
Merrill Stops Squirming, Reps Have Mixed Reviews Previously, Merrill Lynch chiefs have usually been plucked from in house, and were former brokers, convivial and backslapping. By contrast, recently hired CEO John Thain is considered cerebral and not charismatic. mark for My Articles similar articles
Registered Rep.
September 15, 2008
Kristen French
Merrill Lynch Sells Itself To Bank of America: Update 3 The biggest question, now that BofA has agreed to buy Merrill Lynch, is what Bank of America will do to hold onto Merrill Lynch's dearest asset -- its approximately 17,000 financial advisors. mark for My Articles similar articles
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? mark for My Articles similar articles
Registered Rep.
June 6, 2006
Halah Touryalai
End of Settlement Talks Bring Students to Protest Against Merrill Lynch African-American college students protested in front of several Chicago-based Merrill Lynch offices one day after settlement talks between African-American reps who claim they were discriminated against and Merrill Lynch came to an end. mark for My Articles similar articles
Registered Rep.
July 1, 2005
Kristen French
Demotion or Promotion? When Merrill Lynch announced that it would replace James Gorman, head of the firm's brokerage group, with his boss, Robert McCann, tongues wagged: Was Gorman simply moved into a sinecure? Put out to pasture? Or was he moved into a real post with real responsibilities? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
October 26, 2007
David Geracioti
O'Neal Rumored To Be On the Chopping Block Apparently Merrill Lynch has been gorging itself on risk. And, it may cost CEO Stan O'Neal his job. Merrill's shares are down by about 35% this year. mark for My Articles similar articles
Registered Rep.
October 23, 2007
John Churchill
Pre-Earnings Whisper Not Good for Merrill By announcing the likelihood of a multibillion-dollar write-down in its third quarter a few weeks ago, Merrill Lynch prepared investors for dismal earnings. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 25, 2007
Matt Koppenheffer
A Major Stumble at Merrill Lynch In quarterly results Merrill Lynch announces its writedown will be $7.9 billion, almost twice as much as announced just last month. mark for My Articles similar articles
The Motley Fool
January 18, 2008
Matt Koppenheffer
Why Would Anyone Be Bullish on Merrill? After dropping 50% from its 52-week high, will Merrill Lynch be able to continue as a going concern? mark for My Articles similar articles
Registered Rep.
January 6, 2009
Sontag Takes McCann's Job At Merrill More shocking to Merrill Lynch advisors than the sudden departure of their leader is the disappearance of the "MER" logo from their computer screens. mark for My Articles similar articles
Registered Rep.
January 26, 2006
Kevin Burke
Merrill Awards O'Neal $20.6 Million in Stock Merrill Lynch CEO Stanley O'Neal was once again among the highest paid Wall Street executives in 2005. mark for My Articles similar articles
Registered Rep.
June 6, 2005
Kristen French
Gorman's New Job at Merrill: Demotion or Promotion? The leadership change was welcomed by brokers but is unlikely to shake things up at the brokerage unit. mark for My Articles similar articles
Registered Rep.
February 10, 2012
Jerry Gleeson
RIA Rising: How a Merrill Policy Sent an Advisor Down Independence Road The partners at Beirne Wealth Management Group in Milford, Conn. had talked off and on over the years about leaving the wirehouse, John Beirne Jr. told me, but it took a new sales policy from the company headquarters to push the practice out the door. mark for My Articles similar articles
Registered Rep.
November 30, 2010
John Aidan Byrne
Report: Merrill Edge Threatens Online and Regional Brokers, Not Its Own FAs A new report by research firm Aite Group this week, sees Bank of America Merrill Lynch's recently expanded online brokerage business -- as a serious challenge to the online business of powerhouses such as Charles Schwab and Fidelity Investments. mark for My Articles similar articles
Registered Rep.
September 6, 2011
Kristen French
Updated: Bank of America Spins Off Krawcheck, Not Merrill, FAs Unhappy Two years after hiring her, Bank of America is giving the heave-ho to Sallie Krawcheck, head of global wealth and investment management. mark for My Articles similar articles
Registered Rep.
March 30, 2006
Kristen French
Gorman Unrestrained Morgan Stanley retail chief James Gorman was freed by a New York State judge of the temporary restraining order that prevented him from raiding Merrill Lynch's brokerage ranks. mark for My Articles similar articles
Registered Rep.
October 4, 2007
Halah Touryalai
India, China...Mars? McCann Talks Globalization McCann, president of Merrill Lynch's Global Private Client Group, was this year's keynote speaker at SIFMA's 30th annual Sales and Marketing conference. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
November 14, 2007
John Churchill
NYSE's John Thain New Merrill CEO According to reports in the online versions of the New York Post and The Wall Street Journal, NYSE Euronext CEO John Thain has accepted the top spot at Merrill Lynch. mark for My Articles similar articles
Registered Rep.
October 5, 2009
Kristen French
Merrill Launches Branding Campaign; Recruiting Net Positive The new campaign Monday will cost the firm $20 million in the fourth quarter, the most Merrill has ever spent on marketing. mark for My Articles similar articles