Focus Financial Strikes 6 Merger Deals for Partners
One advisor acquisition came about through a discussion about succession planning, an executive says.
Sontag Joins Board of Focus Financial; Bruton In as Lucia Capital CEO
These growing firms aim to add more advisors — and business — from the wirehouses, as well as from independent firms.
BofA Hires Sallie Krawcheck; Agrees to Pay Fine of $33 Million
A federal judge has delayed a decision to approve Bank of America's $33 million settlement with the SEC over its failure to disclose to shareholders...
Merrill Hosts Webinar On Markets, Clients Expectations
Dan Sontag, head of Merrill Lynch Global Wealth Management, leads a panel discussion for investors.
Bob McCann Bids Merrill Adieu
Robert McCann has left his post as head of Merrill Lynch's wealth-management division now that its merger with Bank of America has been completed. McCann, 50,...
Merrill Lynch Keeps Its Focus
Dan Sontag, head of Advisory Americas for Merrill Lynch private client, reflects on the firm's latest moves to stay on top. He spoke with Research...