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By Janet Levaux, AdvisorOne |
October 24, 2012
According to the latest results of the Merrill Lynch Affluent Insights Survey, close to 45% of Americans accept the tough economic conditions.
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By Janet Levaux, AdvisorOne |
September 27, 2012
Investors are getting used to "the new normal" and adjusting their economic and financial behavior accordingly, the latest Merrill Lynch Affluent Insights Survey shows.
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By Janet Levaux, AdvisorOne |
November 30, 2011
The latest survey finds that 63% of mass-affluent investors turn to advisors and others for financial guidance, up from 53% about six months ago.
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By Janet Levaux, AdvisorOne |
September 29, 2011
Bank of America said in early September that wealth-management head Sallie Krawcheck was leaving the company as part of a major reorganization of the bank and its operations.
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By Janet Levaux, AdvisorOne |
September 28, 2011
Sallie Krawcheck’s replacement at Merrill Lynch says he wants to improve results at the brokerage firm, which just grabbed four advisors from rivals Wells Fargo and Morgan Stanley.
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By Janet Levaux, AdvisorOne |
September 7, 2011
Experts debate whether advisors are likely to jump ship or stay in the face of management changes.
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By Janet Levaux, AdvisorOne |
April 29, 2011
John Thiel replaces Lyle LaMothe as head of Merrill's 16,695 financial advisors.
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By Janet Levaux, AdvisorOne |
March 31, 2011
Two senior executives and two regional directors are reportedly in the running for the top Merrill Lynch post.