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.
Affluent Investors Spooked by Market Volatility: Merrill Survey
Those with assets of $250,000 and up say market volatility and other factors inhibit savings and investment activity.
Whatever Happened to Gold?
As events in Europe have roiled the U.S. markets over the last month, one usually precious element of the market talk has been missing: gold.
2010 Advisor Hall of Fame
Welcome to Research magazine's Advisor Hall of Fame, now in its 20th year. This eagerly anticipated annual feature has become a benchmark of excellence in...
Millionaire Watch: Where They Live, How Many There Are and What They Invest In
North America is where it's at, despite the current state of the economy, at least that's the case for world's millionaires, 31% of whom live there, according to a CapGemini/Merrill Lynch study.
Retirement Planning: Income Plans, Merrill Style
Merrill Lynch Global Wealth Management announced October 26 a new retirement income program, available to its 15,000 brokers, one of whose components--My Retirement Income--allows clients...
Merrill Launches Retirement Income Solution
Comprehensive service designed to increase Merrill brokers' retirement income skills
B/D Briefing: Conversion Time
One of the pleasures of being President is that your influence on Americans doesn't end with your term(s). That's certainly the case with George W....
Merrill Hosts Webinar On Markets, Clients Expectations
Dan Sontag, head of Merrill Lynch Global Wealth Management, leads a panel discussion for investors.