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$1.9 Billion Team Leaves Merrill Lynch to Go Indie With Summit Financial
Barrons.com· 14 hours agoA former Merrill Lynch advisory team has left the wirehouse to launch an independent practice with...
Aron Levine: Why BofA’s Merrill Edge and Robo-Advisors Are Growing So Fast
Barrons.com· 5 days agoAnother important component to Merrill Edge is the fact that we work so closely with Merrill Lynch...
$1 Billion Merrill Team Launches Independent RIA
Barrons.com· 6 days agoA Merrill Lynch team that oversaw more than $1 billion in client assets has left the wirehouse to launch an independent registered investment advisory...
Segantii Case Moves to District Court, Hong Kong Judge Rules
Bloomberg via Yahoo Finance· 3 hours ago(Bloomberg) -- Segantii Capital Management’s insider trading case will move to a Hong Kong District...
Your ‘Independent’ Advisor Now Works for Private Equity. What It Could Mean for Your Portfolio.
Barrons.com· 6 hours agoStill, Focus stresses the rollups are voluntary. “We are meeting the advisors where they are,” says...
The Tiny Trades That Brought Down Segantii’s Giant Hedge Fund
Bloomberg via Yahoo Finance· 2 hours ago(Bloomberg) -- It took just $1.14 million worth of well-timed trades to knock down one of Asia’s top...
Internal Citi Documents Cite Multiple Problems Inside $515 Billion Wealth Unit
Barrons.com· 13 hours agoEquity analysts at Bank of America, meanwhile, offered one possible solution to the troubled...
Q1 2024 Douyu International Holdings Ltd Earnings Call
Thomson Reuters StreetEvents via Yahoo Finance· 6 days ago...; Douyu International Holdings Ltd Hao Cao; Vice President, Executive Director; Douyu International Holdings Ltd Lei Zhang; Analyst; Bank of America Merrill Lynch Thomas Chong; Analyst; Jefferies LLC Ritchie Sun; Analyst; HSBC Raphael...
Lauren Connelly Joins Vestor Capital as Wealth Management Advisor
Digital Journal· 2 days agoVestor helps high net worth individuals and families, business owners and senior executives manage and grow their wealth through a combination of long-term planning, integrity ...
LVMH Appoints Deputy Finance Director, Signaling a Succession Plan
WWD via Yahoo Finance· 5 days agoAccording...Guiony started out in 1985 as a research analyst with Banque Nationale de Paris and then...