Merrill

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  JPMorgan Tops M&A Charts for Q1

  By Janet Levaux, AdvisorOne  |  April 4, 2013

  BofA comes in third as Morgan Stanley sees its mergers business drop, according to Mergermarket.

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  Top Posts at Broker-Dealers See Big Changes

  By Janet Levaux, AdvisorOne  |  April 1, 2013

  LPL, Morgan Stanley and Raymond James all announced big moves recently.

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  2012 a Model Year for 401(k) Savings: BofA Merrill

  By Gil Weinreich, AdvisorOne  |  March 7, 2013

  Screaming headlines about 401(k) enrollees raiding their retirement savings are au courant these days, but a Merrill study of its own 2.5 million plan participants found markedly positive results.

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  PIMCO’s Gross QE4 Warning: Here Be Inflationary Dragons

  By Joyce Hanson, AdvisorOne  |  January 4, 2013

  PIMCO bond guru Bill Gross leads the charge in expressing all the inflation fears that the Fed unleashed with its December QE4 announcement.

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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

• Three Advisors, Three Stories

  By Ellen Uzelac  |  August 23, 2012

  When Louis Berger and his partner founded their RIA, Washington Square Capital Management, in New York City in 2009, they had to adjust their mindset.

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  Fiscal Cliff Is Higher Than You Think: BofA-Merrill

  By Joyce Hanson, AdvisorOne  |  June 29, 2012

  Taxpayers may have to leap off the fiscal cliff on Jan. 1, 2013, unless Obama and Congress act together.

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  Merrill Loses Four Advisors to Wells Fargo

  By Janet Levaux, AdvisorOne  |  June 20, 2012

  The departures come on the heels of news that BofA is selling some operations to Julius Baer and firing some U.S. Trust managers.

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  Kindred Spirits

  By Bob Clark, AdvisorOne  |  May 22, 2012

  In the nearly 30 years that I have been covering financial advisors, the fundamental problem hasn’t changed: Delivering client-centered advice isn’t as profitable as selling products.

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  Chip Roame: The 2012 IA 25 Extended Profile

  By John Sullivan, AdvisorOne  |  April 27, 2012

  “It’s like drinking from a fire hose.”