Adams, John
March 2011
Bank Technology News;Mar2011, Vol. 24 Issue 3, p16
Trade Publication
The article focuses on the Merrill Edge wealth management web service. It states that the service provides more personal service-focused account through the Merrill Edge Advisory Center, self-directed automated account and combines the financial services of Bank of America Corp. (BofA) financial services and Merrill Lynch & Co. Inc. wealth management. It also mentions the software products WealthStation and Relius from Sungard which allows fund performance monitoring.


Related Articles

  • The Durability of Wealth Management. Fleming, Gregory J. // REP.;Dec2015, Vol. 39 Issue 12, p40 

    The article focuses on the author's views on wealth management industry with specific reference to Merrill Lynch. Topics discussed include the power and durability of the wealth management business; Merrill Lynch's business model built around helping working families benefit from the...

  • Openings, Hurdles In Luring Clients From Major Firms. Garmhausen, Steve // American Banker;Feb2009 Community Banking, p2 

    The article discusses the financial services industry, examining the manner in which First Foundation Bank finds opportunity during the 2009 financial crisis to increase its business. The company is hiring staff and lining up outside expertise, the article states, to attract wealth management...

  • B of A Rebrands Merrill Image With Product Push. Ackermann, Matt; Davis, Paul // American Banker;10/26/2009, Vol. 174 Issue 194, p1 

    The article discusses efforts by Bank of America Corp. to utilize the wealth-management expertise of its Merrill Lynch unit. Merrill will introduce a product that lets customers transfer funds from a Merrill cash-management account to a BOA deposit account. BOA executive Sallie Krawcheck is very...

  • Wanted: Wealth Managers. Kaushik, Manu // Business Today;11/29/2009, Vol. 18 Issue 23, p131 

    The article reports on the economic recovery and improvement of wealth management business in India. It is said that the wealth management gives people financial answers throughout asset classes. According to a wealth management study by Capgemini US LLC and Merrill Lynch & Co., the industry...

  • Merrill upgrades reporting for its wealthiest clients. Berdychowski, Bernadette // Financial-planning.com;7/1/2019, pN.PAG 

    The wirehouse is giving the ultrahigh-net-worth crowd a more complete view of their finances, says Don Plaus head of private wealth management.

  • With new rules, managers not so crazy for CoCos. BAKER, SOPHIE // Pensions & Investments;2/8/2016, Vol. 44 Issue 3, p0002 

    The article focuses on the concern of money management companies going for contingent convertible capital instruments (CoCos) over capital rules and regulation for hybrid securities. Topics discussed include the contingent capital index of Bank of America (BofA) Merrill Lynch, the statement of...

  • THE BIG COMEBACK. Gleeson, Jerry // Registered Rep;Dec2010, Vol. 34 Issue 12, p26 

    The article presents the findings of the periodical's 20th Annual Broker Report Cards survey of full-service brokerage houses and wealth management firms in the U.S. Based on the survey, it is revealed that UBS Financial Services was able to improve its rating while Morgan Stanley Smith Barney...

  • Merrill and Moran Slug It Out. Conrad, Lee // On Wall Street;Oct2010, Vol. 20 Issue 10, p32 

    The article compares the status of the financial services firm Merrill Lynch and competitor Morgan Stanley Smith Barney (MSSB). With the acquirement of Bank of America (BofA) of Merrill, indicators reportedly show that advantages may go to the Global Wealth Management division of BofA. The...

  • Staying Put. Leonhardt, Megan // REP.;Dec2014, Vol. 38 Issue 12, p46 

    The article focuses on the 24th Annual Broker Report Card by the magazine REP., which found that the majority of national brokerage advisors say they're not going anywhere while independence may have its perks. It is mentioned that only 13 percent of advisors say they're not likely or very...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics