Saudis Tee Up Merrill as First Foreign Market Maker on Aramco: Saudi Arabia’s stock exchange approved Merrill Lynch KSA to conduct market-making activities on ...
bloomberg.com/news/articles/2024-03-18/saudis-tee-up-merrill-as-first-foreign-market-maker-on-aramco
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BofA's Merrill, Wells Fargo offering spot bitcoin ETFs to clients: Bank of America's Merrill Lynch and Wells Fargo have been offering spot bitcoin ...
reuters.com/technology/bofas-merrill-offering-spot-bitcoin-etfs-clients-source-says-2024-02-29/
Quick Glance: Bitcoin Surpasses $60,000, Approaching All-Time High
- Bitcoin has crossed the $60,000 mark, inching closer to its all-time high and maintaining its upward trajectory after the green light was given for a new investment option linked to the cryptocurrency.
- According to AFP, as of 1325 GMT on Wednesday, bitcoin was trading around $60,301, edging towards its all-time high of $68,991 recorded in November 2021, a level that some analysts believe could soon be revisited.
- The recent surge in the cryptocurrency's value can be attributed partly to US securities regulators' approval of exchange-traded funds (ETFs) tied to bitcoin on January 10.
- This has created new opportunities for a broader segment of the public to invest in bitcoin indirectly without the need to hold the digital currency directly. However, the approval of these funds has sparked a renewed sense of optimism and interest in the cryptocurrency market.
Best Online Brokers List: These 4 Brokerages Top Their Peers: IBD's 2024 list of the best online brokers shows which firms investors say are delivering ...
investors.com/news/best-online-brokers-list/
CIF state wrestling: Gilroy caps season with three individual state champions: Central Coast Section powerhouse Gilroy, led by MMA star Daniel Cormier ...
mercurynews.com/2024/02/25/cif-state-wrestling-gilroy-caps-season-with-three-individual-state-champions/
Best Online Brokers List: These 4 Brokerages Top Their Peers: IBD's 2024 list of the best online brokers shows which firms investors say are delivering ...
investors.com/news/best-online-brokers-list/
‘We don’t plan on stopping anytime soon’: Fort Lauderdale street market offers free food, no questions asked
sun-sentinel.com/2024/02/01/we-dont-plan-on-stopping-anytime-soon-fort-lauderdale-street-market-offers-free-food-no-questions-asked/
It was a homecoming, more as Cormier, Gilroy wrestlers take on La. Classic: The competition was far from over on the first day of the 51st Louisiana Classic ...
theadvocate.com/baton_rouge/sports/high_schools/daniel-cormier-gilroy-team-help-make-la-classic-electric/article_e699a100-b182-11ee-b261-f3179b86bf59.html
The new wealth management chiefs to watch in 2024 : Morgan Stanley, Merrill Lynch, and Citi made major promotions this year. Here are the challenges on the new ...
businessinsider.com/wealth-management-andy-sieg-jed-finn-merrill-lynch-outlook-2023-12
Quant Trader Mulvaney Gains 60% Fueled by Soft Commodities: Mulvaney Capital Management, a futures hedge fund founded by a former Merrill Lynch options trader ...
bloomberg.com/news/articles/2023-09-26/quant-trader-mulvaney-gains-60-fueled-by-soft-commodities
Ex-Merrill Star Trader Appears in Court Over Duet Group Role in Tax Scam: Osman Semerci, a once-rising star at Merrill Lynch & Co., appeared in a German ...
bloomberg.com/news/articles/2023-08-17/ex-merrill-star-trader-appears-in-court-over-duet-group-role-in-tax-scam
Fly Fisherman From Appalachia Manages $1.7 Billion For Merrill Clients In New York City
forbes.com/sites/sergeiklebnikov/2023/08/08/fly-fisherman-from-appalachia-manages-17-billion-for-merrill-clients-in-new-york-city/
12 steps to retirement: Regularly review your expenses and income needs, withdrawal strategy, beneficiaries, health care proxy, will and trust to ensure your ...
foxbusiness.com/personal-finance/12-steps-to-retirement
Morgan Stanley, Merrill Lynch urged to strengthen operations procedure : The Financial Supervisory Service (FSS) has called on the Seoul branches of Morgan ...
koreatimes.co.kr/www/biz/2023/08/126_356060.html
Top 100 Women Advisors: Why Empathy Is a Key to Success: Merrill Lynch’s Krystal Julius says the personal challenges she and other members of her team have faced ...
barrons.com/articles/top-100-women-advisors-why-empathy-is-a-key-to-success-719271a9
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Bank Of America Preferred Rewards: How It Works: The Bank of America Preferred Rewards program lets you increase your credit card rewards by up to 75% ...
onemileatatime.com/guides/bank-of-america-preferred-rewards/
Blank-Check Firm Bite to Invest in Canadian Food Company, Source Says: Bite Acquisition Corp., a blank-check company led by a former Merrill Lynch executive ...
bloomberg.com/news/articles/2023-05-01/blank-check-firm-bite-said-to-invest-in-canadian-food-company
Merrill’s $1.2 Billion All In The Family Advisory: This Merrill advisor tells clients to keep two years of cash needs on hand so that they can avoid worrying ...
forbes.com/sites/sergeiklebnikov/2023/04/04/merrills-12-billion-all-in-the-family-advisory/
Merrill agrees to pay over $9.5 mln to settle SEC charges over fee disclosures: Bank of America's (BAC.N) investment management unit has agreed to pay over $9 ...
reuters.com/business/finance/merrill-lynch-agrees-pay-over-95-mln-settle-sec-charges-over-fee-disclosures-2023-04-03/
Digital onboarding, advisor-client matching: Merrill upgrades tech: Bank of America's Merrill Lynch arm has been steadily rolling out digital products since 2020 ...
americanbanker.com/news/digital-onboarding-advisor-client-matching-merrill-upgrades-tech
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Fastest-growing U.S. racial-ethnic group has been underserved by wealth management: Merrill study
financial-planning.com/news/merrill-aapi-study-shows-clients-prioritize-education-estate-planning-stability
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Merrill revenue falls, headcount flat as parent BofA's profits surge
Read: https://trib.al/OXy0i0h
#wealthmanagement #financialadvisors #financialplanning #thunderingherd #banking #earnings
Merrill's $9.5M SEC fine highlights need for advisors to watch basic disclosures
financial-planning.com/news/merrills-9-5m-sec-fine-shows-need-for-advisors-to-watch-disclosures
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Quick Glance: Teslas Lawyers vs Customers: New Issue of manage:mobility
- Teslas lawyers fight shamelessly against customers
- A winemaker from Pfalz dreams of success with Chinese electric cars
- New issue of manage:mobility featuring these and other topics
Merrill financial advisor survey shows they love cash and bonds, but hate stocks: Advisors are near-term cautious on stocks but bullish over the next 12 months.
cnbc.com/2023/03/08/merrill-financial-advisor-survey-shows-they-love-cash-and-bonds.html
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Merrill, Pershing made whole by FINRA after hedge fund client's short-selling snafu
financial-planning.com/news/merrill-pershing-victory-in-arbitration-over-a-hedge-fund-nets-brokerages-nearly-3-million-in-short-selling-case
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How Merrill lost a $1.5B advisor team to Sanctuary: Vince Fertitta, the president of Sanctuary Wealth, shared how the firm won over its most productive wirehouse ...
financial-planning.com/news/how-merrill-lost-a-1-5b-advisor-team-to-sanctuary
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Wall Street manager says his ex-wife claimed he had STDs in lawsuit: He left his 15-year job at Merrill Lynch and his new employer, Morgan Stanley ...
insider.com/wall-street-manager-says-ex-wife-claimed-had-stds-lawsuit-2023-1
Investing strategy advice from top ranked wealth manager Jeff Erdmann: Jeff Erdmann was just named the best wealth manager in the US for the seventh consecutive ...
businessinsider.com/investing-strategy-stock-market-tips-advice-best-wealth-manager-erdmann-2023-1
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5 things every presidential candidate, including Nikki Haley, needs to prioritize after launch
postandcourier.com/politics/5-things-every-presidential-candidate-including-nikki-haley-needs-to-prioritize-after-launch/article_6bc8a2f6-ac82-11ed-9acb-0ff2eddd6ccb.html
Merrill readies advisors for their close ups with new virtual video studio: Wealthtech Weekly
financial-planning.com/list/merrill-readies-advisors-for-their-close-ups-with-new-virtual-video-studio
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These are the top 40 brokers under 40 in 2023: Financial Planning announces its 2023 class of the top 40 most productive employee wealth management brokers under ...
financial-planning.com/list/these-are-the-top-40-brokers-under-40-in-2023
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Why Merrill, bucking trend, won't offer independent model for advisors: In a conversation with industry recruiter Mindy Diamond, the president of Bank of ...
financial-planning.com/news/why-merrill-wont-offer-financial-advisors-independent-model
Dismissal of Merrill discrimination lawsuit highlights industry’s mixed record
Read: https://trib.al/blA02S8
First Republic bulks up in wealth management with November hiring spree: Since the start of the month, the San Francisco-based bank has announced the addition of ...
americanbanker.com/news/first-republic-bulks-up-in-wealth-management-with-november-hiring-spree
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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 ...
financial-planning.com/news/merrill-hires-1b-citi-private-bank-team-in-tri-state-area
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Former Merrill Lynch RIA With Nearly $3 Billion Claims He’s A Ninja In Areas Like Tax And Estate Planning
forbes.com/sites/sergeiklebnikov/2022/10/25/former-merrill-lynch-ria-with-nearly-3-billion-claims-hes-a-ninja-in-areas-like-tax-and-estate-planning/
Merrill takes cues from dating apps for new advisor matching service: The wealth manager's new tool is inspired by quizzes in other industries from dating to ...
businessinsider.com/merrill-lynch-wealth-management-bank-of-america-advisor-match-2022-10
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Merrill swells advisor ranks with young talent: The wealth unit of Bank of America reported record revenue in the third quarter and said it was holding onto ...
financial-planning.com/list/merrill-swells-advisor-ranks-with-young-talent
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These women are the top 3 young brokers: The advisors’ success offers lessons for aspiring wealth professionals and brokerages aiming to change a predominantly ...
financial-planning.com/news/female-morgan-stanley-merrill-lynch-ubs-brokers-win-award
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Catholic, LDS and other churches defend clergy loophole in child sex abuse reporting
sltrib.com/religion/2022/09/28/catholic-lds-other-churches/
Quick Glance: Catholic, Mormon, and other churches defend priest reporting gap for child sex abuse
- HB90 addressed Utah's "clergy-penitent privilege," a provision similar to that in many other states that exempts clergy of all denominations from reporting child abuse if they learn about it in a confessional setting.
- Clergy personnel are free from legislation requiring professionals such as teachers, physicians, and psychotherapists to report information about alleged child sexual abuse to police or child welfare officials in 33 states if the church considers the information privileged.
- Over the last two decades, 40 bills in strongly Catholic Pennsylvania have contained revisions to obligatory child sex abuse reporting statutes.
- They have not challenged the clergy-penitent privilege.
A fired Merrill financial advisor paid $7,500 to a smoothie store employee after video showed him throwing a drink at her and calling her an 'immigrant loser'
finance.yahoo.com/news/fired-merrill-financial-advisor-paid-110242059.html
Merrill Lynch Advisor Leans On Psychology Degree To Guide Clients Managing $1.9 Billion
forbes.com/sites/jasonbisnoff/2022/08/24/merrill-lynch-advisor-leans-on-psychology-degree-to-guide-clients-managing-19-billion/
These are the Top 40 Brokers Under 40: This elite group of young wirehouse and regional employee representatives collectively generate more than $200 million in ...
financial-planning.com/list/top-40-brokers-under-40-2021-edition-1-20
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Merrill Lynch loses $600M Broadway wealth team to LPL: Podcasting, a killer website, great marketing and freedom to focus were among the reasons why the team ...
financial-planning.com/news/merrill-lynch-loses-600m-broadway-wealth-team-to-lpl
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Ex-Merrill Lynch advisor pays $7,500 after throwing smoothie at worker: Merrill Lynch fired James Iannazzo after he yelled at the store's staff ...
businessinsider.com/merrill-lynch-advisor-fined-throwing-smoothie-robeks-fairfield-connecticut-fired-2022-9
Merrill Lynch Advisor Uses Discipline Learned In Religious School To Manage $1.8 Billion For Clients
forbes.com/sites/jasonbisnoff/2022/08/03/merrill-lynch-advisor-uses-discipline-learned-in-religious-school-to-manage-18-billion-for-clients/
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FSS opens inspection of Morgan Stanley's short-selling records : FSS opens inspection of Morgan Stanley's short-selling records
koreatimes.co.kr/www/biz/2022/08/175_335202.html
These are the Top 40 Brokers Under 40: This elite group of young wirehouse and regional employee representatives collectively generate more than $200 million in ...
financial-planning.com/list/top-40-brokers-under-40-2021-edition-1-20
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Merrill’s advisor drain continues as firm celebrates Q2 silver linings: The number of advisors in the bank’s wealth management business hasn’t grown since 2020 ...
financial-planning.com/list/merrill-lynch-wealth-management-loses-financial-advisors-in-q2
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