The new addition comes as UBS seeks to recruit experienced advisors after suffering an uptick in advisor attrition.

A newly independent team of advisors say more than 14,000 client accounts have transferred to their new firm from Merrill.

Merrill Lynch and Harvest Volatility Management have agreed to pay a combined $9.3 million in penalties and disgorgement following charges that they exceeded client investment limits on a complex ...

Meanwhile, Wells Fargo's FiNet welcomes a $300 million pair from Private Advisor Group, and Raymond James reels in another ...

The U.S. Securities and Exchange Commission charged Harvest Volatility Management and Merrill Lynch on Wednesday for exceeding clients' predesignated investment limits over a two-year period. Stream ...

New Program Unlocks Access to Institutional-Grade Private Market Funds for Qualified Clients NEW YORK, Sept. 4, 2025 /PRNewswire/ -- Merrill Wealth Management and Bank of America Private Bank today ...

The firm has gone on a shopping spree and plucked the cream of the Latin American investment banking crop, especially in Brazil. But as Merrill Lynch rides a positive wave, Swiss bank UBS faces ...

(Bloomberg) --Bank of America Corp. is planning to drop Merrill Lynch from the branding of its investment bank, while it uses the name Merrill for its wealth management unit, according to a person ...

The bank is pushing wealth managers to use artificial intelligence embedded in Salesforce and Zoom to plan, summarize and ...

Bank of America’s wealth management arm launches an integrated AI suite to automate meeting prep and follow-up for Merrill ...