Merrill Lynch News

11.01 / 15:03

People moves Artemis Financial Artemis' Peter Saacke to retire from financial services to retrain as a maths teacher

Peter Saacke (pictured) will step down from his managerial role at the end of June 2024, at which point Raheel Altaf will take over as lead manager of the fund.

03.01 / 11:30

UPS CEO MicroStrategy awards Bitcoin Microstrategy CEO Saylor sells $216 million in stock as share surge on bitcoin bounce

In a Form 144 filing, Microstrategy, Inc. (NASDAQ:MSTR) CEO, Michael Saylor, disclosed the sale of 315,000 common shares worth approximately $216 million via his broker Merrill Lynch. The expected date of the sale was 01/02/2024.

21.12 / 23:14

Target Fighting pandemic President performer gay Turkish central bank raises interest rate to 42.5% to combat high inflation

Turkey’s central bank has hiked its key interest rate by 2.5 percentage points as part of its efforts to combat high inflation that has left many households struggling to afford essential items

18.12 / 12:53

JPMorgan Strategy Bank lawyer says he should have spoken up over Cum-Ex tax scandal

A former Freshfields Bruckhaus Deringer lawyer who advised top investment banks on how to navigate the “Cum-Ex” trading strategy at the center of Europe’s biggest tax scandal admitted that he turned a blind eye to clients’ activities, saying he “totally failed” in his role as an attorney.

06.12 / 21:53

FIVE CEO Discover DiRT love beautiful recommendations Advisor focuses on getting ‘a return on life’

For a CEO and founder of a money management company, Taylor Kovar sounds surprisingly uninterested in money. As the leader of Kovar Wealth Management, it’s not that he doesn’t care about financial matters; it’s just that Kovar cares more about what money means, especially in marriages.

06.12 / 13:23

Williams JPMorgan Platform Latin Integra Former senior banker at JPMorgan among four recruits joining UBS

UBS has added four advisors to its U.S. head count, including a former senior banker at J.P. Morgan Private Bank.

28.11 / 15:49

Career Strategy Align How planner built firm after moment of inspiration

Cheryl Holland’s journey into the world of wealth management was ignited by a chance encounter at a conference of the International Association of Financial Planners.

24.11 / 17:14

People moves Hargreaves Lansdown appoints Victoria Hasler head of fund research

Victoria Hasler (pictured), incoming head of fund research at Hargreaves Lansdown

23.11 / 15:35

Target Fighting pandemic President gay Turkey's central bank hikes interest rates again as it tries to tame eye-watering inflation

Turkey’s central bank has delivered another huge interest rate hike as it tries to curb double-digit inflation that has left households struggling to afford food and other basic goods

20.11 / 16:53

Williams Career Platform Matthews Forbes performer UBS adds to wealth management ranks

UBS Wealth Management USA recently welcomed The Keating Group, a four-member advisory team that had been affiliated with Merrill Lynch, to its ranks.

15.11 / 12:15

Waves Target economy pandemic President reports Rosenberg sees 'terrifying' mortgage math bringing Canada rates down quickly

Canada’s central bank will have to cut interest rates faster and further than markets expect to get ahead of a wave of mortgage maturities that threaten a fifth of the country’s discretionary income, according to economist David Rosenberg.

14.11 / 12:05

Citi Provident Williams Extreme Career Align President Snowden Lane addition brings total recruited assets this year to $1B

Snowden Lane Partners has added a $230 million advisor to its list of seven recruitments for 2023 which have given the hybrid RIA firm a $1 billion boost in AUM.

06.11 / 12:57

Provident pandemic cover reports NOT Wealth chats with family members are a good thing, right? Not always, says Merrill Lynch

When it comes to managing family wealth, conversations between generations is generally considered a positive step, but not always.

01.11 / 16:03

People moves EQ Investors head of fund research departs

Victoria Hasler (pictured), head of fund research at EQ Investors

26.10 / 18:47

SEC President Experts performer reports compensation Merrill compensation changes ‘very advisor friendly’

Replacing the stick with a carrot will be a welcome change for many Merrill Lynch advisors, a prominent industry recruiter said, but the bank’s decision to change its compensation structure drew a mixed response from other experts.

20.10 / 18:33

UPS Career Align President Raymond James adds $287M AUM wirehouse team in Guam

Raymond James has picked up a wirehouse breakaway team in Guam that includes two advisors who managed $287 million at their old firm.

19.10 / 19:31

CEO Strategy RBC President reports Merrill team overseeing $1.37B jumps to RBC

A team that oversaw $1.37 billion in client assets at Merrill Lynch has joined RBC Wealth Management, the firm announced Thursday.

18.10 / 16:27

Provident FIVE North Carolina advisor takes $140M practice to Raymond James

A North Carolina financial advisor has switched to Raymond James Financial Services from Edward Jones where he managed almost $140 million in client assets.

17.10 / 23:23

UPS Provident CEO track electronic reports Bank of America sees decline in income for wealth group

Despite the broad stock market’s rise over the past year, with the S&P 500 up almost 19% in that time, Bank of America’s Global Wealth and Investment Management group, which includes Merrill Lynch, reported net income Tuesday morning of $1 billion in the quarter that ended in September, a decrease of 13% compared to the same period last year.

05.10 / 07:35

People moves PGIM alternative investments PGIM Investments hires Merill Lynch veteran as global head of alternative investments

Dominick Carlino (pictured) joined PGIM after ten years at Merrill Lynch.

04.10 / 11:15

London People moves Aviva cio St James’s Place place Justin Onuekwusi starts role as St James's Place CIO

Justin Onuekwusi (pictured) has more than two decades’ experience across investment management.

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