The bank is pushing wealth managers to use artificial intelligence embedded in Salesforce and Zoom to plan, summarize and ...

Worst management move: A $2.3-billion third-quarter net loss and $8.4 billion, mostly in sub-prime and CDO write-downs. It was a record-breaking year for Merrill Lynch. The firm recorded the worst ...

Former Miami Dolphins safety Reshad Jones was swindled out of $2.58 million by his former Merrill Lynch broker with the help of a woman who is now in jail, according to news reports. Police in Fort ...

UBS Financial Services has recruited a financial advisor in Jonesboro, Ark., from Merrill Lynch where he managed nearly $1 billion in client assets. UBS said advisor Joseph “Clay” Young IV, a 31-year ...

An increasing number of financial advisors appear to be investing more client assets into high-risk digital currencies, while one of the industry’s leading brokerages and wealth management businesses, ...

The clients, Qun He and Haihui Zhang, sued Merrill Lynch in 2023 via FINRA Dispute Resolution Services, which oversees investor complaints in private arbitration. The clients charged Merrill Lynch ...

Background: Melaina Cano’s passion for investing was sparked early by her paternal grandfather, a first-generation Mexican American engineer who meticulously tracked his investments and taught her the ...

Just a few months ago, working for Merrill Lynch was the pinnacle of achievement for many in the Merrill herd: Eighty percent of Broker Report Card respondents from Merrill said their firm was the ...

Former Miami Dolphins safety Reshad Jones has been awarded $9.5 million in a lawsuit settlement with Merrill Lynch after his former financial adviser was accused of stealing $2.59 million from him.

Former Miami Dolphins safety Reshad Jones is expecting quite the windfall, having agreed to a settlement worth a whopping $9.5 million with Merrill Lynch following a former financial advisor swindling ...