Merrill: Using Clients’ Emotions to Build Better Portfolios
Merrill's Michael Liersch is using behavioral finance to zero in on clients’ unique investment personalities to reach better outcomes.
30-Year Merrill Veteran Dupuy to Lead Focus Financial's Indie Transition Team
Focus Financial Partners announced Thursday that it has tapped Merrill Lynch veteran Chris Dupuy as co-president of Focus Connections.
Looming Advisor Shortage Demands New Training Approach
Steve Johnson and other talent mavens aim to change training of millennials, who respond to different methods than prior generations.
Are You Stereotyping Your Clients by Gender?
Gender-based behavioral finance studies are of limited utility when it comes to understanding clients, Michael Liersch of Merrill says.
Don't Let Clients Become the ‘Family Bank,’ Merrill Study Warns
More and more boomers are being too generous to family members, jeopardizing their own retirement security, according to Merrill Lynch Wealth Management and Age Wave.
BofA Puts Values-Based Investing in Focus
Bank of America said Tuesday that it was rolling out more products and services to help clients align their investments with their beliefs...
Merrill Hires Investment Expert; Morgan Stanley Recruits 2 Advisors
Ashwin Chhabra is leaving his post at the Institute for Advanced Study to return to his former employer.
Merrill Reinvents Training; Clearing Firms Get Social: April Research—Slideshow
The cover story of the April issue of Research takes an in-depth look at Merrill Lynch Wealth Management's revamped training program. A feature article examines the clearing industry's efforts to move beyond its traditional transaction focus.
Sidebar: Top Tactics for Getting Clients
When Merrill Lynch Wealth Management executives surveyed their top 250 acquiring financial advisors last year, the firm identified several key tactical client acquisition strategies responsible for the majority of new business results.
Merrill Bulks Up Training
In a bold bid to boost performance, Merrill Lynch Wealth Management has re-engineered its iconic training program.