When a group of financial advisors quit to open their own firm, their departure sparked a wave of resignations at Merrill—and a marathon effort to win over clients and $129 billion in assets.

On April 17, 2026, the Fourth Circuit Court of Appeals ruled that Merrill Lynch's WealthChoice Award program – a long-term incentive plan for top-performing Financial Advisors – is a bonus plan, not a ...

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 ...

Like many firms that have gone through rounds of mergers, acquisitions and changes in corporate directives and executive priorities, Merrill Lynch Wealth Management found itself tangled up in a ...

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A federal judge on Tuesday denied Merrill Lynch’s request for a temporary restraining order against a top-ranked team of advisors in Atlanta overseeing $129 billion in assets who broke away to launch ...

Rockefeller Capital Management has added a Houston-based private advisor team that managed $3.9 billion at Merrill Lynch to its wealth management division, Rockefeller Global Family Office. The Post ...

"Following an internal review, we reported this matter to regulators and have enhanced our process and training regarding these filings," a spokesperson for Bank of America, which owns Merrill Lynch, ...

Ten years after the financial crisis, Bank of America is phasing out the Merrill Lynch brand. Bank of America said Monday that it will no longer use the Merrill Lynch name for its investment banking ...