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

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

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 ...

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 ...

Merrill Lynch closed the third quarter with $3.5 trillion in client assets, up 18% from the same period in 2023. Bank of America’s private bank posted comparable growth, ending the third period ...

Instead, all portfolios invest at least some of your money in cash, which is put in a Merrill Lynch direct deposit program yielding a solid 4.67%. You can access more account services, like banking ...

Merrill Lynch Wealth Management's advisor compensation plans for 2025 is little changed from 2024, aside from some minor adjustments. "We are keeping the advisor compensation plan virtually ...

Listen and subscribe to Living Not So Fabulously on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. As the child of blue-collar workers, Ari Linder grew up wanting to help ...