MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
Registered Rep.
September 20, 2005
John Churchill
Merrill Cutting Top Brass Merrill Lynch, famous for its seemingly continual reorganizations, is at it again. Specifically, the firm is firing half of its regional directors, sources say. 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.
November 9, 2004
David A. Gaffen
Mulholland Leaves as Co-Head of Merrill's U.S. Group Bob Mulholland, second-in-command in Merrill Lynch's brokerage unit, has surprisingly left the firm for retirement. 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.
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.
October 8, 2009
UBS Hires Bob McCann UBS has hired former Merrill Lynch executive Bob McCann to run its wealth management division in the Americas. 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.
August 26, 2009
David A. Geracioti
Is McCann Close to a Deal with UBS? Bloomberg is reporting that Bob McCann, the former head of Merrill Lynch's brokerage unit, is nearing a deal with his old employer that will allow him to take a job running UBS's wealth management unit. mark for My Articles similar articles
Registered Rep.
January 6, 2009
Merrill's McCann Clashed With Thain Bob McCann, a popular Merrill veteran who led the firm's 16,850-person "thundering herd" of brokers, has resigned. mark for My Articles similar articles
Registered Rep.
November 5, 2007
Christina Mucciolo
Fink offered O'Neal's post The Board of Directors of Merrill Lynch has offered the position of CEO and Chairman to BlackRock's Chairman and founder Larry Fink, according to CNBC. 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.
October 10, 2008
John Churchill
McCann: Merrill Managers Get No Retention, FA Package Due in Two Weeks Merrill's president revealed that managers will get no retention package and only the top third of financial advisors will be getting a deal. mark for My Articles similar articles
Registered Rep.
October 27, 2009
John Aidan Byrne
McCann Vows to Return UBS Wealth Management To Profitability New CEO Robert J. McCann says the wealth management division of UBS will not be put on the block. 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.
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.
March 30, 2010
John Aidan Byrne
Waiting on McCann's Plan for UBS It won't be announced this week or next; instead UBS is eying an announcement in mid-April or later, people familiar with the matter told us. mark for My Articles similar articles
Registered Rep.
March 27, 2012
John Aidan Byrne
Management Shakeup at UBS Wealth-Management Americas A management shakeup by CEO Bob McCann at the Americas brokerage unit of Swiss bank UBS AG will see two of his top executives assume more direct responsibility over its financial advisors, according to people familiar with the changes. 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.
July 18, 2007
Kevin Burke
Merrill Reports Strong Revenues, Adds 270 Advisors Merrill Lynch's retail brokerage arm turns in another strong quarter, as fee-based revenue continued to climb to record levels. 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
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.
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.
August 5, 2009
French & Churchill
UBS Close to Deal With Bob McCann, Reorg Under Way The move comes as the bank works to contain damage to its reputation done by the tax evasion dispute with the U.S. government. mark for My Articles similar articles
Registered Rep.
November 17, 2009
John Aidan Byrne
McCann Sets Ambitious Targets for UBS The chief executive of UBS' Wealth Management Americas also reiterated his profitability target of 15 to 20 percent for the division, and set a goal of CHF1 billion for annualized pre-tax profit. mark for My Articles similar articles
Registered Rep.
April 19, 2006
Kevin Burke
Merrill's Brokerage Earnings Up Pretax earnings at Merrill Lynch's global private client group rose 27% in the first quarter ending March 31 to $646 million, up from $510 million in the same period a year ago. As might be expected, the division's headcount increased along with profits. mark for My Articles similar articles
Registered Rep.
July 18, 2006
Kevin Burke
Merrill's Brokerage Unit Records Huge Second-Quarter Gains Merrill's global private client group (GPC) registered a pretax earnings increase of 53%, to $701 million, in the second quarter ending June 30, up from $457 million in the same period in 2005. mark for My Articles similar articles
On Wall Street
June 1, 2010
Lee Conrad
Betting on McCann Can Bob McCann and his renewal team restore UBS Wealth Management Americas? mark for My Articles similar articles
Registered Rep.
April 18, 2008
Merrill: An Able Foil to Bear? Merrill Lynch's streak continues -- a third quarter in a row that the firm has reported a loss. mark for My Articles similar articles
Registered Rep.
October 24, 2007
John Churchill
Merrill Earnings Ugly, But Brokerage Is The Sweet Spot Stan O'Neal opened Merrill Lynch's earnings call by not beating around the bush: The firm had a net loss of $2.3 billion, due largely in part from $7.9 billion in write-downs related to exposure to sub-prime mortgages and collateralized debt obligations. 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.
October 1, 2009
John Aidan Byrne
Former ML Chief Free to Take Job Robert J. McCann is free to take the reins at a major Merrill rival now that he settled a lawsuit today with Bank of America. mark for My Articles similar articles
Registered Rep.
June 10, 2010
John Aidan Byrne
UBS Ran Gauntlet, Beats Merrill, Says Bob Mulholland "We are really the only major relevant firm that actually went into the 2008 and 2009 abyss and came out the same firm," Mulholland told Registered Rep. mark for My Articles similar articles
Financial Advisor
March 2012
UBS Reeling In Merrill Advisors The big four wirehouse firms are always trying to poach top talent from their rivals, but UBS Wealth Management seems to be doing a particularly job good job of late when it comes to snagging advisor teams from Bank of America/Merrill Lynch. 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
Registered Rep.
September 17, 2009
John Churchill
Judge Controls Bob McCann's Fate The former Merrill Lynch brokerage head told a Manhattan federal judge yesterday that his new employer is losing patience, and he should be relieved of a non-compete clause in his BofA contract. mark for My Articles similar articles
Registered Rep.
June 1, 2005
60 Seconds with Bob McCann The Vice Chairman of Merrill Lynch's Wealth Management Group talks about the brokerage giant's hiring plans and other current initiatives. 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.
April 13, 2004
David A. Gaffen
Merrill Reports Record Quarter Merrill Lynch reported earnings of $1.3 billion for the first quarter of 2004, a 95 percent increase from the same period a year ago. 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 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
Registered Rep.
April 19, 2010
John Aidan Byrne
EXCLUSIVE: Is UBS Turning Around? Brokerage CEO Says Yes. UBS Wealth Management Americas, scrambling to stem the outflow of client assets, is seeing signs of hope. mark for My Articles similar articles
Registered Rep.
August 27, 2009
Halah Touryalai
Uncertainty at UBS, Can UBS Afford McCann? The latest news out of UBS involves former Merrill executive, Bob McCann, who's dealing with a non-compete clause that's keeping him from supposedly joining the firm. 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 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
BusinessWeek
September 2, 2010
Moore & Mildenberg
In the Battle of the Big Brokers, Merrill Is Winning Merrill Lynch earns higher profits with fewer advisers, thanks to a smooth integration with Bank of America and more cross-selling. mark for My Articles similar articles
Registered Rep.
February 6, 2010
John Aidan Byrne
UBS Reorganizes Wealth Management Division (update) The Wealth Management Americas division is aiming to bolster the Swiss bank's brokerage. mark for My Articles similar articles
Registered Rep.
July 28, 2010
John Aidan Byrne
UBS Brokerage Unit Turning the Corner? The "turning point" in client fund outflows is about to appear for UBS Wealth Management Americas. mark for My Articles similar articles
Registered Rep.
September 22, 2011
John Aidan Byrne
McCann Memo Aims to Reassure Jittery UBS Brokers In a strongly-worded memo this week to employees at UBS Wealth Management Americas, CEO Bob McCann assured them that matters are under control. mark for My Articles similar articles
Registered Rep.
October 27, 2009
Kristen French
UBS Hires McCann UBS announced that it has hired Bob McCann as the CEO of its UBS Wealth Management Americas unit, replacing former head of the division, Martin Hoekstra. mark for My Articles similar articles
On Wall Street
April 1, 2010
Howard J. Stock
Back Office Move Has Advisors Up In Arms -- Some Bolt Questions surround what will happen to BAI clients when Merrill moves their accounts from National Financial to Merrill Lynch. mark for My Articles similar articles