Bank of America’s wealth management division, which includes Merrill Lynch and the company’s ... trillion in total client balances, including investments, deposits, and loans, up 12% from ...

For Merrill Lynch, the wealth management arm of Bank ... At the same time, loans to clients and sales of alternative investment products, which often carry greater risk and fees than stock and ...

Background: An auditor at Ernst & Young before becoming a financial advisor, Jeffry Roundy joined his team at Merrill in 1995 ... help keep that in check.” Investment Philosophy/Strategy ...

Merrill wants its advisors working with more well-heeled clients and has set up a special team of investment consultants ... directly with our the Merrill Lynch financial advisors to engage ...

Merrill Lynch, Pierce, Fenner & Smith Inc. says its ... The firm offers several types of investment plans, including managed strategies, custom managed strategies, personalized strategies and ...

Merrill Lynch and two Wells Fargo advisory firms have ... were paying advisory fees on the accounts for advisors to select products in their best interest, the SEC said. Since customers who ...

Bank of America offers support to “approximately 4 million small business households through a suite of innovative, easy-to-use online products ... following: Merrill Lynch Investment Advisor ...