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Merrill Lynch Agrees to Nearly $20 Million Settlement in Racial Discrimination Lawsuit
Barrons.com· 7 hours agoIn a statement, Merrill Lynch, which is a unit of Bank of America acknowledged the settlement......
Wells Fargo CEO Charlie Scharf Touts the Bank’s Indie Advisor Channel
Barrons.com· 5 hours agoThe other wirehouses—Merrill Lynch, Morgan Stanley and UBS — don’t have an independent...
Raymond James snags $435M Merrill Lynch team - InvestmentNews
InvestmentNews· 6 days agoRaymond James is further solidifying its presence in the northeast as it welcomes a team from ...
InCred Capital welcomes chief operating officer
Private Banker International via Yahoo Finance· 2 days agoAgarwal was essential to Julius Baer's acquisition of Bank of America Merrill Lynch's wealth management division in ...
Get Over The Rainbow - How Wealth Managers Can Better Serve LGBTQ+ Community
Forbes· 20 hours agoIt is imperative for the wealth management community to understand these challenges and develop ways...
Driving growth at Merrill Lynch's Charlotte office - InvestmentNews
InvestmentNews· 7 days agoThis is what he considers one of the biggest challenges as a managing director at the Charlotte,...
Small Business - The Brewton Standard | The Brewton Standard
The Brewton Standard· 1 day agoSCOTTSDALE, Ariz., May 28, 2024 (GLOBE NEWSWIRE) -- Campbell Private Wealth Management, led by cofounder Craig Campbell, has joined the Ashton Thomas Private ...
Savvy Adds Four Advisors With Combined $170M
WealthManagement.com· 6 days agoPrior to that, he was with Merrill Lynch, and he has a strong background in tax planning. Savvy also brought on Josh Branham, based in Lexington, Ken.,...
CreativeOne Wealth LLC Has $117,000 Stake in Invesco Preferred ETF (NYSEARCA:PGX)
ETF DAILY NEWS· 4 days agoCreativeOne Wealth LLC reduced its holdings in Invesco Preferred ETF (NYSEARCA:PGX – Free Report) by 29.3% during the 4th quarter, according to its most recent filing with ...
Wooster Square Advisors names Salmon partner
Hartford Business Journal· 7 days agoNew Haven-based independent wealth management firm Wooster Square Advisors has hired Carlos Salmon as a partner and wealth manager. Salmon ...
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