Bank of America

• Wirehouses Boost Wealth Results

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  Bank of America reported a 63% drop in net income for the fourth quarter of 2012.

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  Merrill Edge to Push Financial Planning for Mass Affluent

  By Janet Levaux, AdvisorOne  |  February 19, 2013

  Its new tool, Roadmap, includes a financial action plan and twice-a-year meetings with clients.

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  Advisors Big and Small Hitch on to Branding Trend

  By Joyce Hanson, AdvisorOne  |  February 8, 2013

  From LPL to Putnam to FPA members, advisors and the firms that serve them are seeking ways to do a better job of promoting themselves.

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  Meredith Whitney: Government Case Against S&P ‘Hard to Believe’

  By John Sullivan, AdvisorOne  |  February 7, 2013

  She discussed the government’s case against the ratings agency, her municipal bond call and her thoughts on new Citigroup CEO Michael Corbat.

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  BRIC Inventor O’Neill Checks Out Early From Goldman Sachs

  By Joyce Hanson, AdvisorOne  |  February 6, 2013

  O'Neill, who coined the term 'BRIC' to describe the emerging-markets juggernaut of Brazil, Russia, India and China, surprised the asset management world with his early retirement.

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  New Hire Roundup: Putnam Names New GAA Leadership Team

  By Marlene Y. Satter, AdvisorOne  |  February 6, 2013

  This week in new hires, Putnam announced a new leadership team for its global asset allocation organization, and Steve Antonakes became acting deputy director of the Consumer Financial Protection Bureau.

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  Fairholme’s Berkowitz Hints at Mutual Fund Exit

  By John Sullivan, AdvisorOne  |  February 4, 2013

  Berkowitz is raising money for a partnership that takes minimum investments of $1 million.

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  Charitable Giving Linked to Higher Stocks, Not Lower Taxes

  By Gil Weinreich, AdvisorOne  |  January 24, 2013

  The stock market has risen 5% year to date, and that helps philanthropic giving more than fears over ending the charitable deduction hurt it, the U.S. Trust wealth strategies advisor Ramsay Slugg told AdvisorOne.

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  SEC’s 16 Biggest Penalties Since Financial Crisis

  By Melanie Waddell, AdvisorOne  |  January 24, 2013

  The SEC recently released a roundup of its financial crisis enforcement actions, highlighting some of the more than 150 firms and individuals the agency has levied charges against since 2008.

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  13 Ex-Football Players and Finance: The Good & the Bad

  By Dan Berman, AdvisorOne  |  January 24, 2013

  After success of varying degrees in the NFL or college football, nine former players took the high road and four others the very low road.