Merrill Edge
Referral or Recommendation? Firms Walk Thin Regulatory Line in Sending Self-Directed Clients to Advisors
UPDATED: Merrill Trainees Digest Details of Revised Roles
Around 1,000 neophyte brokers are being shuttled to financial solutions advisor roles, including a portion who are being sent to Bank of America branches.
UPDATE: Bank of America Says Access to Merrill Accounts Has Been Restored
Brokers Tuesday morning say they cannot get confirmations of trade executions or complete wire transfers, and self-directed Merrill Edge customers said they can’t access their accounts.
BofA Aims to Integrate Edge Brokers into Merrill with Revamped Training
Merrill shifts Southeast division executive Eric Schimpf to co-head advisor development programs with BofA consumer bank executive Matt Gellene to “ensure strong connectivity with the broader bank.”
