Ex-Merrill Lynch financial advisors drop discrimination case
The two Black financial advisors dropped their case, but constant litigation in the industry spotlights questions over firms' pledges to change.
Source: financial-planning.com
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Insightful New Guide by One of America's Top Financial Professionals Encourages and Prepares the Next Generation of Purpose-Driven Wealth Managers
BOSTON, Dec. 6, 2022 /PRNewswire/ -- Written by Raj Sharma, one of America's leading financial advisors, and published by Amplify Publishing, The ...
Source: businessinsider.com
Merrill hires $1B Citi Private Bank team in Tri-State area
The loss is one of many for Citi to Merrill in recent months, and reflects the wirehouse's recruiting advantages despite its own talent outflows to rivals.
Source: financial-planning.com
UBS Wealth Reshuffles Management in UHNW Push
The firm is also shifting more focus to Florida and Texas as more wealthy clients move there.
Source: thinkadvisor.com
Bank of America Merrill Lynch Wealth Client Associates Are Burning Out
Bank of America's Merrill Lynch wealth-management arm says it values client associates. But many feel burned out, sources tell Insider.
Source: businessinsider.com