Participants in the 401(k) plan at Merrill Lynch & Co. Inc. have reached a $75 million preliminary settlement with the brokerage firm to cover losses sustained in their retirement plans over the last ...

CHARLOTTE, N.C., March 25, 2024 /PRNewswire/ -- Bank of America (BAC) today announced Merrill is offering new income-focused portfolios designed to deliver predictable income for retirees over a ...

Our long-time Contributing Editor John Aidan Byrne reports in the New York Post a phenomena that you financial advisors have known for sometime: Many more Baby Boomers are finding they have to put off ...

The FINANCIAL — A new Merrill Lynch study reveals a potential giving surge in the United States over the next two decades valued at an estimated $8 trillion, due to the aging baby boomer generation, ...

Bank of America Merrill Lynch is launching a $20 million marketing campaign focusing on retirement planning. Themed "help2retire_____" (read "help2retire blank"), the campaign encourages individuals ...

"We're trying to do a better job communicating what a career as an adviser looks like, and what it's like getting started," Merrill Lynch Wealth Management head Andy Sieg said.

The Washington area has a large number of affluent residents -- people with income of $250,000 or more. Merrill Lynch Wealth Management recently surveyed a sampling of these individuals for its ...

CHARLOTTE, North Carolina (Reuters) - Bank of America Corp. is no Fidelity Investments when it comes to retirement accounts, but it boosted retirement assets under management by nearly 10 percent last ...

CHARLOTTE, North Carolina (Reuters) - Bank of America Merrill Lynch named three executives on Tuesday to run its $450 billion retirement services business, including rehiring a former executive who ...

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