Large financial advisor teams often can offer more services and investment strategies than their smaller peers. But sometimes ...

Merrill, formerly Merrill Lynch, is a financial advisory company that works with users to create wealth management packages for a variety of needs, including investment guidance and financial ...

The Financial Industry Regulatory Authority has barred an ex– Merrill Lynch financial advisor who left the firm earlier this year amid allegations of having misappropriated a client's funds.

Last week was a busy one for Merrill Lynch. The wealth management company hired a Raymond James Financial advisor who oversaw $1.9 billion in client assets and lost three advisor teams to Morgan ...

The team, which operated as the Timpe Wealth Management Group during its stint at Stifel, Nicolaus & Co., generates more than $1 million in annual production, according to a source familiar with the ...

While Wells Fargo and Merrill Lynch paid $60 million for a "cash sweep" violation earlier this year, Morgan Stanley was ...

The senior vice presidents alleged race and gender bias, claiming they were left out of white-male teams at Merrill Lynch.

RBC Wealth Management has recruited a team in Texas that managed $500 million at Merrill Lynch, according to a news release. The MK Group worked at Merrill Private Wealth Management for six yeares ...

The SEC has concluded its investigation into Morgan Stanley's cash sweep program without pursuing enforcement action, after examining its compliance with regulations. Several banks' cash sweeps faced ...