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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· 4 days agoThe lawsuit, filed in U.S. District Court for the Middle District of Florida, was brought by four former Merrill advisers who alleged that Black brokers were offered fewer ...
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...
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 ...
List Plus: New Mexico financial planners give 2024 economic predictions, advice - Albuquerque...
The Business Journals· 7 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 ...
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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