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By Janet Levaux, AdvisorOne |
December 12, 2011
Bank of America said Monday that it planned to add 160 Merrill Edge Financial Solutions Advisors in the Southwest by the end of March 2012 and named several managers to help it grow the business in this market.
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By Janet Levaux |
November 23, 2011
BofA-Merrill added 27 Merrill Edge financial solutions advisors in Atlanta; Charlotte, N.C.; and Nashville and other nearby cities to its mass-affluent platform in late October. The bank says it is on track to nearly double the number of FSAs in branches and call centers to more than 1,000 by the...
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By Janet Levaux |
October 31, 2011
After losing a $1 billion team to Morgan Stanley, Merrill acts, then also hires 27 advisors for Merrill Edge.
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By Melanie Waddell, AdvisorOne |
October 12, 2011
Continuing its plan to nearly double the number of Financial Solutions Advisors serving mass affluent clients by year-end to 1,000, BofA announced Wednesday that it hired more than 80 FSAs across the metro Northwest region.
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By Janet Levaux, AdvisorOne |
September 1, 2011
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By Janet Levaux |
August 31, 2011
Bank of America has hired 38 Merrill Edge advisors serving mass-affluent clients in and around Washington, D.C., Baltimore and Philadelphia. The hiring is part of BofA-Merrill’s plan to nearly double the number of Financial Solutions Advisors to 1,000-plus by year-end.
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By Janet Levaux, AdvisorOne |
July 19, 2011
Loss was spurred by mortgage settlement that included Countrywide issues; Merrill Lynch now includes more than 16,240 advisors with average yearly sales of $894,000.
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By Joyce Hanson, AdvisorOne |
March 2, 2011
Interactive Brokers announced commission-free trading of five Factor Advisors LLC exchange traded funds on the brokerage’s Trader Workstation platform.
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By David Port |
June 1, 2010
We recently looked into the burgeoning market for "combination" life insurance products that come with a long term care component. That was only half...
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By David Port |
May 1, 2010
About once a week, Carl Friedrich fields a call from a life insurance producer or advisor. They quiz him about a growing but still relatively...