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$1B California Team Leaves Merrill to Go Independent
WealthManagement.com· 3 days agoA team of Merrill Lynch advisors with more than $1 billion in managed assets is going independent, opting to custody with Schwab. Michelle Gruber and...
Association Of African American Financial Advisors To Hold Inaugural Networking Conference For Women...
Black Enterprise· 2 days agoThe WIIN conference will focus on professional development and building opportunities along with...
Raymond James extends reach in Alaska with breakaway advisors - InvestmentNews
InvestmentNews· 2 days agoRaymond James announced Wednesday it has expanded its operations in Alaska, welcoming financial...
Week’s Best: What Retirement Crisis?
Barrons.com· 8 hours agoMargin debt creeping up. In a sign that investors are getting comfortable with taking on more risk, margin debt, the money clients borrow from their...
$490M Florida Team Moves From Merrill to Raymond James’ Independent Channel
WealthManagement.com· 4 days agoThe move from the trio of advisors in Ocala, Fla. comes several months after a $450 million team made a similar jump from the wirehouse to Raymond James.
On the Move: June 4, 2024
Nashville Post· 4 days agoPreviously, Otillio has been a financial advisor for Wells Fargo and Merrill Lynch. According to a release, he has also been a consultant ...
Citi Could Consider Selling Wealth Business, BofA Analysts Suggest
Barrons.com· 1 day agoCitigroup Chief Executive Jane Fraser is overseeing the bank’s overhaul, a hallmark of her tenure...
Smart Money Is Betting Big In BAC Options - Bank of America (NYSE:BAC)
Benzinga· 3 days agoThe company's Merrill Lynch operations provide brokerage and wealth-management services, as does its private bank. Wholesale lines of business include..
GOOD LIFE COMPANIES WELCOMES ROB ENGLE AS CHIEF REVENUE OFFICER
The Pilot News· 4 days agoGood Life Companies (Good Life), a leading partner to independent financial advisors nationwide,...
As chip giant Nvidia soars, data cloud company Snowflake fizzles
Fast Company Magazine· 1 day agoNvidia is now third in line in market-cap among Mega Tech names, behind Microsoft in first place and...
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