BofA announced it hired Ed Riley and Jessica Mullin several days after unveiling its new advisory group for ultra-high-net-worth clients based out of its Merrill Wealth division.

In this week’s Barron’s Advisor Big Q feature, we asked several top advisors what keeps their wealthy clients up at night and heard about how money is relative—that rich people worry about running out ...

Bank of America today announced its Consumer Investments business has grown to more than $500 billion in client assets, a more than 10-fold increase since the business started a decade ago. This ...

Bank of America sees no rate cuts in 2025 after December's strong jobs report, and Goldman Sachs whittles down its rate-cut ...

At least one team of sell-side economists is calling an end to the Federal Reserve's interest-rate-cutting cycle following Friday's blockbuster jobs report. Perhaps even more notably, the team now ...

Investments from Bank of America's retail consumers have swelled to more than $500 billion in assets this year, and the company aspires to cross $1 trillion in five years.

Chicago-based private equity firm GTCR has acquired Concord Servicing, a loan servicing technology provider headquartered in ...

Merrill Wealth Management announced the launch of its Ultra-High-Net-Worth (UHNW) Advisory Group, a team of more than 25 ...

Montclair-based Camber Real Estate Partners has expanded its in-house acquisitions expertise with the appointment of two new ...

BofA said yesterday that Merrill has introduced an ultra-high-net-worth advisory group to enhance service for clients with ...

Savvy Advisors has surpassed $1 billion in client assets under management (AUM), tripling its assets since the start of 2024.

BofA Chief Executive Officer Brian Moynihan has repeatedly touted the cross-delivery of services between Merrill and the ...