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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......
RBC Picks Up $855M Team From J.P. Morgan
WealthManagement.com· 7 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...
$1B Former First Republic Team Joins Citizens From JPMorgan
WealthManagement.com· 4 hours agoAnother advisory team that joined J.P. Morgan Wealth Management after the firm bought First Republic...
Merrill Lynch to pay $20M to settle racial discrimination case
Banking Dive via Yahoo Finance· 2 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· 3 days agoAgarwal was essential to Julius Baer's acquisition of Bank of America Merrill Lynch's wealth management division in ...
Week’s Best: DOL Fiduciary Rule Under Fire From Insurers
Barrons.com· 10 hours agoNine insurance organizations have filed a widely expected legal challenge to a Labor Department...
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...
Market Whales and Their Recent Bets on BAC Options - Bank of America (NYSE:BAC)
Benzinga· 6 hours agoBank of America's consumer-facing lines of business include its network of branches and deposit-gathering operations, retail lending products, credit and debit cards, and small-business services ...
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 ...
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