The bank is pushing wealth managers to use artificial intelligence embedded in Salesforce and Zoom to plan, summarize and ...

Worst management move: A $2.3-billion third-quarter net loss and $8.4 billion, mostly in sub-prime and CDO write-downs. It was a record-breaking year for Merrill Lynch. The firm recorded the worst ...

An increasing number of financial advisors appear to be investing more client assets into high-risk digital currencies, while one of the industry’s leading brokerages and wealth management businesses, ...

A Finra arbitration panel has ordered Merrill Lynch to fork over some $3.6 million in damages to two of its retail clients who said their investments in alternative feeder funds underperformed ...

Cyndeo Wealth Partners has added veteran advisor Glenn Rodriguez to its roster, the RIA has announced. Based in Lake Mary, Florida, Rodriguez joins Cyndeo from Merrill Lynch and is transitioning ...

Background: Melaina Cano’s passion for investing was sparked early by her paternal grandfather, a first-generation Mexican American engineer who meticulously tracked his investments and taught her the ...

Just a few months ago, working for Merrill Lynch was the pinnacle of achievement for many in the Merrill herd: Eighty percent of Broker Report Card respondents from Merrill said their firm was the ...

The Chamber of Commerce, the Center on Executive Compensation and the American Benefits Council joined the brief, urging the court to uphold a lower court’s ruling that distinguishes bonus programs ...