A four-adviser team managing $500 million at Bank of America in Greenville, South Carolina, has joined Baird. The team, known as the HBGW Group, includes advisers Brian Hungerford, Dee Bingham, Lynn Garrick and Hunter Williams. [More: Wells Fargo adviser managing ...

After calling a timeout on training due to Covid-19, Merrill Lynch & Co. Inc. is ramping up its new adviser development program that launched in June with 750 advisers, and hiring is underway. The program, called ADP internally at Merrill ...

Bank of America Corp. is offering $200 awards to Merrill Lynch Wealth Management branch employees who return to the workplace and confirm they’re fully vaccinated against Covid-19. The company will give the award to client associates, administrative support and operations ...

The majority of retirement plans are failing to deliver proactive guidance, and many have made it difficult to find the information that users are seeking on their websites and mobile apps, according to the latest study of retirement plan digital ...

A Bank of America Corp. executive was charged Monday with the brutal murder and fatal beating of Merrill Lynch & Co. veteran Michelle Avan. According to the Los Angeles County District Attorney’s office, Avan, a victim of domestic violence, was ...

With so much movement by top advisers, even diehard Merrill Lynch & Co. folks, who have been the industry’s most loyal over the years, are asking: “Why are so many people moving and what am I missing by staying?” Certainly ...

Merrill Lynch, the wealth management arm of Bank of America Corp., reported a 6% decrease in its overall head count of registered reps and financial advisers, at the same time the firm’s self-directed investing platform experienced gains. As part of ...

Two former registered representatives of Merrill Lynch have filed a class action suit in a Michigan federal court alleging that the firm and its parent, Bank of America, have discriminated against African American advisers. “African Americans employed as FAs have ...

Only 19% of retail bank customers say they are interested in receiving financial advice from their bank, but 69% who receive advice act on it. That’s one of the key takeaways from J.D. Power’s annual survey of U.S. retail banking ...