Bank of America-Merrill Lynch

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  Merrill Lynch Pushing More Online Content Via Flipboard

  By Janet Levaux, AdvisorOne  |  November 20, 2012

  Bank of America wants its advisors to connect to clients and prospects on mobile devices as much as possible

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  Recruiting Roundup: Wells Adds 31 FAs With $3.5 Billion

  By Janet Levaux, AdvisorOne  |  November 16, 2012

  LPL, Raymond James and Securities America also grab reps from rivals.

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  Barclays Recruits 18 Advisors; Morgan Stanley Adds 1; LPL Group Brings on Wells Team

  By Janet Levaux, AdvisorOne  |  November 7, 2012

  The new Barclays advisors come from many wirehouse and other firms with close to $40 million in yearly fees and commissions, as well as about $9.4 billion in assets.

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  Top Portfolio Products: Franklin Templeton Takes Stake in K2 Fund of Hedge Funds

  By Marlene Y. Satter, AdvisorOne  |  November 2, 2012

  This week in portfolio product announcements, Franklin Templeton completed a majority stake acquisition in K2 Advisors, MFS added to its target date fund lineup and more.

• SIFMA Elects New Officers to Municipal Securities Division

  By Melanie Waddell, AdvisorOne  |  November 2, 2012

  Stratford Shields of Morgan Stanley & Co. will serve as division chair, and Frank Fairman of Piper Jaffray & Co. and David Stephens of Bank of America Merrill Lynch & Co. will serve as vice chairs.

• Metals in Motion

  By Janet Levaux, AdvisorOne  |  October 24, 2012

  Precious/Base Metals

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  New Retirement Pro Emerges From Altered Landscape

  By Ellen Uzelac  |  October 24, 2012

  How do you provide high-level retirement income advice to your clients? It’s a single question with multiple answers, and it could be an advisor’s toughest challenge.

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  Mergers: A Tech Nightmare for Advisors

  By Jane Wollman Rusoff  |  October 24, 2012

  No one presumes that technology integration between big financial services firms will be headache-free, but such unions can unleash tech fiascoes. At stake: advisor productivity and morale.

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  Julius Baer May Cut 1,000 Jobs After Merrill Acquisition

  By Marlene Y. Satter, AdvisorOne  |  October 9, 2012

  The bank seeks to reduce its workforce by 15%–18%, now that it has a combined staff of some 5,700 in the wake of its acquisition of Bank of America-Merrill Lynch’s former U.S. wealth management units.

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  Merrill Grabs Morgan Stanley Exec to Run Annuities, Insurance

  By Janet Levaux, AdvisorOne  |  September 26, 2012

  Michael Maghani, a 30-year industry veteran, was previously with Citi, UBS and other firms