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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...
$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· 3 days agoPreviously, Otillio has been a financial advisor for Wells Fargo and Merrill Lynch. According to a release, he has also been a consultant ...
Smart Money Is Betting Big In BAC Options - Bank of America (NYSE:BAC)
Benzinga· 2 days agoThe company's Merrill Lynch operations provide brokerage and wealth-management services, as does its private bank. Wholesale lines of business include..
Citi Could Consider Selling Wealth Business, BofA Analysts Suggest
Barrons.com· 19 hours agoCitigroup Chief Executive Jane Fraser is overseeing the bank’s overhaul, a hallmark of her tenure...
Council Post: When You Leave A Job, Don't Forget About The People
Forbes· 4 days agoDespite talking every day for years, people who were integral to your work structure stop...
As chip giant Nvidia soars, data cloud company Snowflake fizzles
Fast Company Magazine· 23 hours agoNvidia is now third in line in market-cap among Mega Tech names, behind Microsoft in first place and...
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,...
