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Articles tagged "Merrill Edge"


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Anders Jones: "We're partnering with RIAs to buy their small relationships."

A 31 year-old CEO raises $33 million for very RIA venture -- buying too-small RIA accounts, then serving them on a Merrill Edge-type platform in Baltimore

As LearnVest cedes the B2C financial planning niche, Anders Jones gets cash from Warburg Pincus to go after that market with a whole new approach; it includes cozying up to the RIA M&A boys and reinventing how human advisors plan

September 11, 2018 at 10:07 PM

David Poole: We’ve got clients who engage with us across Merrill Lynch and in Merrill Edge self-directed accounts. That’s one of our fastest growing segments where clients are using both.

Merrill Edge eases Bank of America's transition to a post-wirehouse world

The Charlotte super bank's plan to add 600 branches builds on success but recruiters say lingering tension between Merrill and Merrill Edge advisors is more of a factor than the bank admits

April 3, 2018 at 8:32 PM

Ken Fisher has been trying to tell anyone who would listen.

The documented RIA threat, 'phono-advisors' and their nearly $300 billion of assets

Not much romantic about call center-based advisors but under banners like Vanguard, Fisher Investments or Merrill Edge, they are a force to be reckoned with

September 12, 2014 at 5:06 AM

Brooke Southall: By using 'robo' we say to snippy entrepreneurs: Take your cutesy website, your fancy VC backing, your geeks and your Harvard, Stanford or MIT degree and go back to your ivory tower.

Why I find the term 'robo-advisor' objectionable and unhelpful

In the end, all good advisors will likely be both bionic and biological and terms of art creating a false distinction are unhelpful

April 1, 2014 at 4:14 AM

Sharon Miller: We partner back and forth between Merrill Lynch and Merrill Edge so it is seamless.

The amazing success of Merrill Edge and why some legacy Merrill brokers think it's eating their seed crop

It won $87 billion in brokerage assets in three years, but some old Merrill Lynch vets say it's just pulling emerging accounts away from thems

September 23, 2013 at 6:30 PM

The Top 10 on RIABiz last month included a story about Charles Goldman.

What advisors care about: technology, hiring, Schwab's lawsuit against a broker hit top RIABiz stories this month

A new platform for alternative assets, plus the regulatory moves expected this year also make the list

January 17, 2011 at 4:18 PM

Adam Honoré: The reason you’d want Merrill Lynch is that you’d want access to their advisors and to their training.

Why the launch of Merrill Edge may be a shrewder move by BoA than it first appears

Success will depend on how closely BoA/Merrill Lynch can tie the new online brokerage to its full-service offering

June 21, 2010 at 6:19 AM

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