Merrill Lynch

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Summary

company sizeCompany size 5000+
aumAUM $50B+
New York, New York, United States

Merrill Lynch is a large wealth management advisor and part of the Bank of America Corporation's Global Wealth and Investment business. Merrill Lynch provides financial planning, investment management, banking, retirement planning, estate planning, and other financial services for individual, institutional investors, corporations and other businesses and organization globally.

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Recent News & Articles

22 Apr, 2022
Market Share is Moving to FinTechs and Digital Banks

Younger banking customers are making a decided move away from megabanks like Bank of America, JPMorgan Chase, and Wells Fargo for digital banks and fintechs like Chime, PayPal, and Square, according to research done by Cornerstone Advisors.

6 May, 2022
Redefining Risk: Crypto and Retirement Savings

401(k) provider Fidelity aid it would give 23,000 employers the option to have employees add bitcoin and other crypto assets to their retirement savings.

24 Mar, 2021
Have Cryptocurrencies Become a Mainstream Asset Class?

Surveys report investors, institutions and Wealth Managers are warming to holding bitcoin and other cryptocurrencies in their portfolios, but limitations remain.

17 May, 2022
Have M&A Trends Flipped for 2022?

Fewer IPOs, a down market and the specter of recession don’t necessarily equal fewer mergers according to M&A research reports, easy access to low interest capital and a recovering post-pandemic global economy would help deal makers.

27 May, 2022
Envestnet acquires business intelligence firm Truelytics

Wealth management giant Envestnet has acquired business intelligence provider Truelytics, the company announced today. Truelytics offers a software as a service (SaaS) digital platform based on performance data and proprietary banking and investment formulas.

27 May, 2022
Temenos launches ESG Investing-as-a-Service

Swiss provider of banking software Temenos has launched ESG Investing-as-a-service, helping banks and wealth managers make use of sustainable investing.

Source: The Paypers