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 ...

Segmentation without specialization is sinking wealth management firms faster than market volatility, says XML Financial ...

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.

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 ...

A mother-daughter duo at Merrill Lynch in Atlanta tell how they came to work together in an AJC Her+Story Q&A.

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 ...

Rockefeller Capital Management has boosted its presence in the Chicago area with the addition of two private wealth teams that managed more than $1.6 billion in client assets with Merrill Lynch.

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 ...