Merrill Edge

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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.

• Q3’12 Earnings

  By Janet Levaux, AdvisorOne  |  November 21, 2012

  Bank of America had net income of $340 million, or $0.00 per share, in the third quarter, compared to $6.2 billion, or $0.56 per share, in the year-ago quarter.

• What’s Driving Industry Shifts?

  By Janet Levaux, AdvisorOne  |  October 24, 2012

  The number of wirehouse advisors and their asset base continues to drop, says a report released by Cerulli Associates on Monday.

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  10 Best Online Brokerage Firms Ranked by Retail Investors: J.D. Power

  By Janet Levaux, AdvisorOne  |  June 14, 2012

  Overall satisfaction of Web-based investors is up, though their opinion of firms' fees and trading charges has declined in the past 12 months.

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  Mass Affluent Plagued With Financial Worries: Report

  By Marlene Y. Satter, AdvisorOne  |  April 26, 2012

  Even with $9 trillion in assets, the mass affluent aren’t happy campers.

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  Fiduciary Standard Can Serve Middle Class—Look at Accountants and Lawyers

  By Gil Weinreich, AdvisorOne  |  April 19, 2012

  Fiduciary expert Michael Finke insists different compensation schemes could motivate financial professionals to serve clients with fewer assets.

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  Merrill Edge Rolls Out Portfolio Series

  By Janet Levaux, AdvisorOne  |  February 29, 2012

  BofA's new mass-affluent products have a 1% yearly fee and a $20,000 minimum balance.

• Wirehouses Post Mixed Results for Q4’11

  By Janet Levaux, AdvisorOne  |  February 24, 2012

  Bank of America said in mid-January that it had net income of $2 billion, or $0.15 per share, for the fourth quarter of 2011 vs. a net loss of $1.2 billion, or $0.16 per share in the same year-ago period, meeting analysts’ expectations.

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  BofA Back in Black as Merrill Hires More FAs: Q4 Earnings

  By Janet Levaux, AdvisorOne  |  January 19, 2012

  Bank of America said Thursday that it had net income of $2 billion for the fourth quarter of 2011 vs. a net loss of $1.2 billion in the same year-ago period, meeting analysts’ expectations.

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  BofA Lowers Fees, Expands Online Platform for Merrill Edge

  By Janet Levaux, AdvisorOne  |  January 17, 2012

  These changes aim to boost business with Bank of America-Merrill's mass-affluent investors who do most of their trading online.