News, Comment & Analysis results for Merrill Wealth Management

Alt Investments
September 5, 2025

Bank Of America Private Bank, Merrill WM Launch New Investment Program

The new "expanded access program" runs in tandem with other offerings in the alternative space –

Financial Results
August 11, 2025

Summary Of Financial Results In North American Banking, Wealth Management – Q2 2025

A summary of the main North America banks' financial results for the second quarter and first half

Financial Results
July 17, 2025

BoA's Private Bank, Wealth New Income Comes Through Q2 Mostly Unchanged

The second quarter had its share of stock market and political drama, but in the banking and wealth

People Moves
April 24, 2025

Bank Of America Names MD, Private Client Advisor For New York

The appointment is another in a series of hires that Bank of America has made around the US at its

People Moves
March 14, 2025

Summary Of Moves In North American Wealth Management – January 2025

A roundup of moves, appointments and other personnel changes in the North American wealth

People Moves
February 18, 2025

Bank Of America Private Bank Expands In Georgia

The move represents a number of developments across BoA's wealth management and private banking arm

Financial Results
February 14, 2025

Summary Of Financial Results In North American Banking, Wealth Management – Q4 2024

A summary of the main North America banks' financial results for the fourth quarter of 2024, and

Strategy
January 17, 2025

New Merrill UHNW Unit Reflects Strong Growth

The expansion in the number of UHNW individuals using the firm's services means that the full

Financial Results
January 17, 2025

Quarterly Net Income Rises At Bank Of America's Wealth, Investment Division

As it has done in its recent quarterly results, Bank of America spelled out the level of digital

People Moves
January 14, 2025

Merrill Wealth Management Forms UHNW Advisory Unit

The creation of this group shows how the UHNW client segment remains a key field for wealth

Comment & Analysis results for Merrill Wealth Management