Merrill Lynch

• 

  Sallie Krawcheck to Buy 85 Broads, a Global Women’s Network

  By James J. Green, AdvisorOne  |  May 15, 2013

  The former Merrill broker chief says she’s happy to become the leader of 85 Broads, a group with 30,000 members from 130 countries.

• 

  Merrill Hires Investment Expert; Morgan Stanley Recruits 2 Advisors

  By Janet Levaux, AdvisorOne  |  May 8, 2013

  Ashwin Chhabra is leaving his post at the Institute for Advanced Study to return to his former employer.

• 

  Baby Boomers Face New Retirement Realities

  By Michael S. Fischer  |  May 6, 2013

  Most Baby Boomers prefer peace of mind over wealth accumulation and are looking to reinvent themselves in retirement, according a Merrill Lynch study released Monday.

• 

  Envestnet Unveils ‘Intelligence’ Initiative at Advisor Summit

  By John Sullivan, AdvisorOne  |  May 4, 2013

  “It’s not a product; it’s not a platform,” explained Bill Crager, Envestnet’s president. “It’s completely integrated technology that pulls together resources to provide on-demand information.”

• 

  Wells’ FiNet, Morgan Stanley Nab 7 Merrill Reps

  By Janet Levaux, AdvisorOne  |  May 1, 2013

  Plus, EP Wealth Advisors gains advisors from Schwab and Bernstein for its Southern California operations.

• 

  Mark Hurley: 5 Forces Changing the Economics of Wealth Managers

  By James J. Green, AdvisorOne  |  April 30, 2013

  According to the Fiduciary Network CEO, the vast majority of advisory firms have no economic value.

• BDs Share Latest FA

  By Janet Levaux  |  April 29, 2013

  In early April, Baird said it recruited a team of seven employee advisors with about $770 million in client assets from Wells Fargo in Houston, while Royal Alliance announced that it added two independent teams in Chicago and Salt Lake City with combined assets of more than $400 million and...

• FA Satisfaction as Measured by J. D. Power

  By Janet Levaux  |  April 29, 2013

  Satisfaction among independent advisors made a nice improvement over the past year, while that of employee advisors declined slightly, according to the latest J.D. Power and Associates 2013 U.S. Financial Advisor Satisfaction Study.

• Playing Defense on Bonds

  By Ronald L. Delegge  |  April 29, 2013

  The recent bull market in bond prices has been called the biggest bond bubble in history. Thanks to a combination of stock-averse investors and multi-billion dollar purchases of U.S. Treasuries by the Federal Reserve, higher bond prices have fueled the boom. But what happens when the trend reverses? How can...

• 

  2013 SMA Managers of the Year Nominees: U.S. Large-Cap Equity

  By John Sullivan, AdvisorOne  |  April 25, 2013

  The nominees in this crowded space—BRC, Robeco, TCW and Wedgewood Partners—offer SMA products featuring solid, repeatable strategies backed by four solid firms.