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Merrill Lynch Agrees to Nearly $20 Million Settlement in Racial Discrimination Lawsuit
Barrons.com· 2 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· 1 day agoFour ex-Merrill advisers and more than 1,000 class-action participants allege Merrill has not...
RBC Picks Up $855M Team From J.P. Morgan
WealthManagement.com· 2 hours 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...
Week’s Best: DOL Fiduciary Rule Under Fire From Insurers
Barrons.com· 5 hours agoNine insurance organizations have filed a widely expected legal challenge to a Labor Department...
InCred Capital welcomes chief operating officer
Private Banker International via Yahoo Finance· 3 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· 2 days agoThe other wirehouses—Merrill Lynch, Morgan Stanley and UBS — don’t have an independent...
Get Over The Rainbow - How Wealth Managers Can Better Serve LGBTQ+ Community
Forbes· 3 days agoIt is imperative for the wealth management community to understand these challenges and develop ways...
Small Business - The Brewton Standard | The Brewton Standard
The Brewton Standard· 3 days agoSCOTTSDALE, Ariz., May 28, 2024 (GLOBE NEWSWIRE) -- Campbell Private Wealth Management, led by cofounder Craig Campbell, has joined the Ashton Thomas Private ...
Steward Partners Scoops Up $320M Merrill Team in Florida
WealthManagement.com· 7 days agoA Naples, Fla.-based team led by advisor Alicia Fuller has left Merrill Lynch after nearly 40 years...
List Plus: New Mexico financial planners give 2024 economic predictions, advice - Albuquerque...
The Business Journals· 4 days agoIn its annual Financial Planners List, Albuquerque Business First looked at the growth in asset volume of New Mexico's top financial planning firms and asked financial planners in the state ...
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