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Merrill Lynch Agrees to Nearly $20 Million Settlement in Racial Discrimination Lawsuit
Barrons.com· 5 days agoIn a statement, Merrill Lynch, which is a unit of Bank of America acknowledged the settlement......
Merrill Lynch to pay $20M to settle racial discrimination case
Banking Dive via Yahoo Finance· 5 days agoFour ex-Merrill advisers and more than 1,000 class-action participants allege Merrill has not...
InCred Capital welcomes chief operating officer
Private Banker International via Yahoo Finance· 6 days agoAgarwal was essential to Julius Baer's acquisition of Bank of America Merrill Lynch's wealth management division in ...
Wells Fargo CEO Charlie Scharf Touts the Bank’s Indie Advisor Channel
Barrons.com· 5 days agoThe other wirehouses—Merrill Lynch, Morgan Stanley and UBS — don’t have an independent...
RBC Picks Up $855M Team From J.P. Morgan
WealthManagement.com· 3 days agoRBC Wealth Management has recruited a team in Florham Park, N.J. managing $855 million in client assets. The team, led by veteran advisor Michael Taggart...
The Kelley Group Announces Distinguished Speakers for Its First Black African American Coalition...
The Arab Tribune· 4 days agoThe Kelley Group is hosting the first Black African American Coalition (BAAC) for wealth management leaders who work in the advisory side of the financial ...
Small Business - The Brewton Standard | The Brewton Standard
The Brewton Standard· 6 days agoSCOTTSDALE, Ariz., May 28, 2024 (GLOBE NEWSWIRE) -- Campbell Private Wealth Management, led by cofounder Craig Campbell, has joined the Ashton Thomas Private ...
Get Over The Rainbow - How Wealth Managers Can Better Serve LGBTQ+ Community
Forbes· 6 days agoIt is imperative for the wealth management community to understand these challenges and develop ways...
$1B Former First Republic Team Joins Citizens From JPMorgan
WealthManagement.com· 3 days agoAnother advisory team that joined J.P. Morgan Wealth Management after the firm bought First Republic...
Week’s Best: DOL Fiduciary Rule Under Fire From Insurers
Barrons.com· 3 days agoNine insurance organizations have filed a widely expected legal challenge to a Labor Department...
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