Merrill Lynch was hit with a proposed class action claiming it engages in race and sex bias in its workplace succession planning, account distribution, teaming, and compensation, despite a past ...

Boca Raton-based MM & Associates serves ultrawealthy families and their businesses and philanthropic enterprises.

John Thiel, the former head of Merrill Lynch Wealth Management, says he is launching a new registered investment advisor firm ...

The firm's new policy of keeping discrimination complaints out of court isn't sitting well with at least two financial advisors.

Clearwater, Florida–based Indivisible Partners will launch in the first quarter of 2025, according to its website. The firm was formed on July 2, per its Form ADV, and its creation was announced this ...

Thiel was head of Merrill Lynch Wealth Management in 2016 when he became vice chair of Bank of America’s Global Wealth ...

Diaz’s career started in Santiago, Chile, working with financial institutions such as Banco Penta and Banco BICE.

John Thiel, the former Merrill Lynch Wealth Management head, is launching an independent RIA in the first quarter of 2025, he ...

LAKEWOOD — The Merrill Lynch Tennis Tournament will be held later this month at the Lakewood YMCA. Registration, which has a deadline of Nov. 18, is $30 for singles and $25 for doubles (per person).

LAKEWOOD, N.Y. — The Merrill Lynch Tennis Tournament will be held later this month at the Lakewood YMCA. Registration, which has a deadline of Nov. 18, is $30 for singles and $25 for doubles (per ...

Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on ...

Instead, all portfolios invest at least some of your money in cash, which is put in a Merrill Lynch direct deposit program yielding a solid 4.67%. You can access more account services, like banking ...