With so many critical decisions coming up, these tips from Merrill can help you plan for the next steps in your financial ...

Merrill Lynch advisors are now going to offer participants in Merrill-run retirement plans specific buy and sell recommendations. Indeed, participants may elect to turn over all investment decisions ...

Our long-time Contributing Editor John Aidan Byrne reports in the New York Post a phenomena that you financial advisors have known for sometime: Many more Baby Boomers are finding they have to put off ...

CHARLOTTE, N.C., March 25, 2024 /PRNewswire/ -- Bank of America (BAC) today announced Merrill is offering new income-focused portfolios designed to deliver predictable income for retirees over a ...

The FINANCIAL — A new Merrill Lynch study reveals a potential giving surge in the United States over the next two decades valued at an estimated $8 trillion, due to the aging baby boomer generation, ...

More than two years after its creation, the Roth 401(k) is finally gaining traction in company plans, such as those managed by The Hartford (Conn.) Financial Services Group Inc., The Vanguard Group ...

Participants in the 401(k) plan at Merrill Lynch & Co. Inc. have reached a $75 million preliminary settlement with the brokerage firm to cover losses sustained in their retirement plans over the last ...

Bank of America Merrill Lynch is launching a $20 million marketing campaign focusing on retirement planning. Themed "help2retire_____" (read "help2retire blank"), the campaign encourages individuals ...

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CHARLOTTE, North Carolina (Reuters) - Bank of America Merrill Lynch named three executives on Tuesday to run its $450 billion retirement services business, including rehiring a former executive who ...

CHARLOTTE, North Carolina (Reuters) - Bank of America Corp. is no Fidelity Investments when it comes to retirement accounts, but it boosted retirement assets under management by nearly 10 percent last ...