A $6 Billion Merrill Wealth Manager Urges A Slow And Simple Approach
At this NYC advisory, preserving wealth takes precedence over hitting home runs. Firm: Merrill Private Wealth Management ...
Zeplyn Welcomes Former Merrill Lynch and LPL Executive Kabir Sethi to Its Board
Zeplyn, the AI assistant for financial advisors, today announced that Kabir Sethi, former Chief Product Officer of LPL Financial and a senior technology executive at Merrill Lynch, has joined the ...
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Merrill Lynch Brings More Wealthy Clients to Its Fee-Based Advisory Program
Bank of America’s wealth management division, which includes Merrill Lynch and the company’s private bank, saw core financial metrics rise in 2024, including net income of $4.3 billion ...
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Advisor AI startup Zeplyn adds ex-LPL leader Kabir Sethi to board
The two-decade veteran, whose career also includes a stint at Merill Lynch, will help shape strategy for the Google ...
Merrill Lynch Gets Early Nod for $20 Million Deal in Race Suit
Merrill Lynch received initial approval for a nearly $20 million settlement over race bias claims brought by a class of Black ...
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Wells Fargo, Merrill Lynch Pay $60M to Settle Cash Sweep Charges
The Securities and Exchange Commission has charged two registered investment advisor units of Wells Fargo and Merrill Lynch with compliance failures relating to their cash sweep programs.
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Savvy Wealth, Nitrogen tap veterans for new growth strategies
The wealth tech platform providers are looking to reach more advisors and firms with key leadership additions to their ...
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New Advisor at VT Wealth Management
The independent asset manager remains in growth mode. It has now hired a client advisor with international experience and an extensive network, who is also well-versed in the Swiss financial market.