Bank of America's Andy Sieg is joining Citi as head of global wealth
Sieg was previously president of Merrill Lynch Wealth Management.
Source: cnbc.com
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Andy Sieg Steps Down as Head of Merrill Lynch to Lead Citi Global Wealth
Sieg, a wirehouse veteran, had led the business since 2017.
Source: barrons.com
Bank of America Names Lindsay Hans and Eric Schimpf Presidents and Co-Heads of Merrill Wealth Management
CHARLOTTE, N.C., March 30, 2023 /PRNewswire/ -- Bank of America today announced that Lindsay Hans and Eric Schimpf have been appointed presidents and co-heads of Merrill Wealth Management, reporting to Bank of America Chair and Chief Executive Officer B...
Source: marketscreener.com
Merrill study shows advisors the financial priorities of AAPI clients
Asian Americans and Pacific Islanders have unique planning needs that aren't always met in the industry.
Source: financial-planning.com
Digital onboarding, advisor-client matching: Merrill upgrades tech
Bank of America's Merrill Lynch arm has been steadily rolling out digital products since 2020, most recently a program for advisors to produce short videos.
Source: financial-planning.com