Merrill Lynch reported this morning that its individually managed account business survived the events of Sept. 11 well, without lots of clients bailing out. Redemption rates were about three-quarters ...

The latest step in Bank of America Merrill’s ongoing overhaul of its advisors’ technology is to digitize the account opening process. Processing Content With its new collaborative onboarding ...

Merrill Lynch is planning to roll out new account statements featuring graphics that better illustrate clients’ investment goals and how close they are to achieving them. Whether the current ...

Compare top digital wealth management platforms with our comprehensive guide and decide what's best Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered ...

Bank of America’s Merrill division announced income-focused portfolios for retirees using tactics including “stable income” investing and recurring distributions. Bank of America’s Merrill wealth ...

Imagine clients logging into their investment accounts and a three-minute interactive video detailing their entire financial life awaits them. On Monday, Merrill Lynch made that possible with its new ...

The wealth management landscape in 2026 is defined by clearer fee structures and evolving compensation models, particularly as firms like Wells Fargo maintain their advisor pay grids while others ...

NEW YORK (Reuters) - Merrill Lynch this week surrendered to pressure from its retail brokers to allow them to cut account fees for wealthy clients, retreating from a two-year effort to force increases ...