Merrill Shifts Execs, Resources to Better Serve Ultra-Wealthy
By Janet LevauxThe news comes about two weeks after rival Morgan Stanley moved to form a 66-member team to serve UHNW clients.
March 15, 2018
Senate OKs Bill With Senior Financial Exploitation Reporting SectionThe bill could also affect federal regulators' ability to make international insurance trade deals.
March 15, 2018
House Packages SIFI Transparency Bill for Floor ActionH.R. 4061 would require FSOC to explain why it thinks a nonbank is risky.
March 15, 2018
LPL Affiliate Forms $2.6B Group: Recruiting RoundupPlus, Commonwealth Financial and Raymond James add new advisors in California and Massachusetts, respectively.
March 14, 2018
Senate Backs Bill Relaxing Dodd-Frank RulesCrapo legislation amends Dodd-Frank, gives Wall Street little; focus shifts to House, where Hensarling seeks bigger changes.
March 14, 2018
Singer's Elliott Makes Life Insurance Wager With Prosperity DealThe deal involves the company that acquired Shenandoah Life back in 2011.
March 14, 2018
Matt Eyles to Succeed Marilyn Tavenner As AHIP PresidentTavenner worked for Obama. Eyles has donated to Tim Scott and Pat Toomey.