Merrill Lynch reported this morning that its individually managed account business survived the events of Sept. 11 well, without lots of clients bailing out. Redemption rates were about three-quarters ...

The latest step in Bank of America Merrill’s ongoing overhaul of its advisors’ technology is to digitize the account opening process. Processing Content With its new collaborative onboarding ...

A couple has filed a claim against Merrill Lynch seeking $5 million in damages because they say their accounts were overloaded with preferred stock. Klayman & Toskes, a law firm based in Boca Raton, ...

Merrill Lynch is planning to roll out new account statements featuring graphics that better illustrate clients’ investment goals and how close they are to achieving them. Whether the current ...

Imagine clients logging into their investment accounts and a three-minute interactive video detailing their entire financial life awaits them. On Monday, Merrill Lynch made that possible with its new ...

Compare top digital wealth management platforms with our comprehensive guide and decide what's best Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered ...