BofA announced it hired Ed Riley and Jessica Mullin several days after unveiling its new advisory group for ultra-high-net-worth clients based out of its Merrill Wealth division.

NYSE:BAC) BofA's Consumer Investments Surpasses $500 Billion in Assets as Clients Choose High-Tech, High Touch Approach to Managing Finances ...

Investments from Bank of America's retail consumers have swelled to more than $500 billion in assets this year, and the company aspires to cross $1 trillion in five years.

Chicago-based private equity firm GTCR has acquired Concord Servicing, a loan servicing technology provider headquartered in ...

Merrill Wealth Management announced the launch of its Ultra-High-Net-Worth (UHNW) Advisory Group, a team of more than 25 ...

Montclair-based Camber Real Estate Partners has expanded its in-house acquisitions expertise with the appointment of two new ...

BofA said yesterday that Merrill has introduced an ultra-high-net-worth advisory group to enhance service for clients with ...

Laurella, Roundy & Associates are cautiously optimistic about markets in 2025, predicting a comeback in small cap stocks and ...

Savvy Advisors has surpassed $1 billion in client assets under management (AUM), tripling its assets since the start of 2024.

BofA Chief Executive Officer Brian Moynihan has repeatedly touted the cross-delivery of services between Merrill and the ...

The U.S. dollar is likely to keep strengthening this year, so American corporations should increase their hedges against a ...

Savvy also welcomed Samuel Saleh, a Newport Beach, Calif.-based advisor with $50 million in AUM, who was previously with Bank ...