Fresh off selling a stake to noted private equity venture Rise Capital Partners, Cyndeo Wealth Partners has landed a veteran financial advisor who jumped from Merrill Lynch where he managed about $235 ...

Cyndeo Wealth Partners has added veteran advisor Glenn Rodriguez to its roster, the RIA has announced. Based in Lake Mary, Florida, Rodriguez joins Cyndeo from Merrill Lynch and is transitioning ...

Dynasty denies Merrill’s accusation that it reneged on an agreement to arbitrate their dispute; there was no agreement in the ...

Worst management move: A $2.3-billion third-quarter net loss and $8.4 billion, mostly in sub-prime and CDO write-downs. It was a record-breaking year for Merrill Lynch. The firm recorded the worst ...

Bank of America’s wealth management business posted increases in revenue, assets under management (AUM), and the number of ultrawealthy clients its advisors serve in the second quarter, while ...

Former Miami Dolphins safety Reshad Jones was swindled out of $2.58 million by his former Merrill Lynch broker with the help of a woman who is now in jail, according to news reports. Police in Fort ...

An increasing number of financial advisors appear to be investing more client assets into high-risk digital currencies, while one of the industry’s leading brokerages and wealth management businesses, ...

The Chamber of Commerce, the Center on Executive Compensation and the American Benefits Council joined the brief, urging the court to uphold a lower court’s ruling that distinguishes bonus programs ...

Former Miami Dolphins safety Reshad Jones has been awarded $9.5 million in a lawsuit settlement with Merrill Lynch after his former financial adviser was accused of stealing $2.59 million from him.