The “Lynch,” referring to one of the firm’s founding partners, remains alive on advisor bios and some official corners of the wealth unit.

In the past year, Merrill Lynch has spent heavily on an ongoing upgrade of its wealth management technology platform, rolled out a number of new alternative investments, created a structured products ...

"We're trying to do a better job communicating what a career as an adviser looks like, and what it's like getting started," Merrill Lynch Wealth Management head Andy Sieg said.

In a note to employees Thursday, Head of Merrill Lynch Wealth Management Andy Sieg explained the firm's recent change of plans in regards to commission-based investments in retirement accounts, and ...

Merrill Wealth Management announced the launch of its Ultra-High-Net-Worth (UHNW) Advisory Group, a team of more than 25 Merrill specialists who will partner with advisors to deliver comprehensive ...

Rockefeller Capital Management has added a former Merrill Lynch team in San Francisco that managed $3.4 billion in assets to its wealth management division, Rockefeller Global Family Office. Meyer ...

NewEdge Wealth has planted another stake in the Sunshine State as it welcomes a breakaway team of advisors from Merrill Lynch. On Friday, the firm announced it has bolstered its presence in Florida by ...

Merrill wants its advisors working with more well-heeled clients and has set up a special team of investment consultants to help them do it. Processing Content On Wednesday, Merrill introduced what it ...

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, up 8% from ...

RBC Wealth Management is not letting moss grow under its feet in the Western US as it adds another experienced advisor from Merrill to its network. The firm announced Friday that it has recruited ...

Since its founding 25 years ago, Merrill Private Wealth Management has seen the needs of its ultrahigh-net-worth clients evolve. In addition to safeguarding clients’ wealth and transferring it to ...