Boca Raton-based MM & Associates serves ultrawealthy families and their businesses and philanthropic enterprises.

John Thiel, the former head of Merrill Lynch Wealth Management, says he is launching a new registered investment advisor firm ...

Merrill Lynch was hit with a proposed class action claiming it engages in race and sex bias in its workplace succession planning, account distribution, teaming, and compensation, despite a past ...

John Thiel, the former head of Merrill Lynch Wealth Management, has launched a new registered investment advisor (RIA) firm ...

Clearwater, Florida–based Indivisible Partners will launch in the first quarter of 2025, according to its website. The firm was formed on July 2, per its Form ADV, and its creation was announced this ...

Thiel was head of Merrill Lynch Wealth Management in 2016 when he became vice chair of Bank of America’s Global Wealth ...

Integrated Partners has expanded the reach of its $20 billion RIA operations with a new affiliate in Boston.

The firm's new policy of keeping discrimination complaints out of court isn't sitting well with at least two financial advisors.

John Thiel, the former Merrill Lynch Wealth Management head, is launching an independent RIA in the first quarter of 2025, he ...

Former head of Merrill Lynch Wealth Management John W. Thiel is launching an independent RIA, Indivisible Partners, in the first quarter 2025, he announced on LinkedIn.com. “It is with immense ...

Insigneo, a prominent name in wealth management, announces the addition of Esteban Diaz as Senior Vice President to its ...