Hi. Does anyone know which consulting company led / drove / adviced on the Bank of America - Merrill Lynch integration? Thanks.
I recently switched all my investments to Merrill lynch. I can sell trade for $0 commissions and hold the same vanguard ETFs. After 100k in assets you get hella credit card points on BOA cards
Got reached out to by wealth managers from Merrill Lynch, Chicago group. Any fish here work with them before? I’m not a high net worth individual so wondering what’s the benefit vs managing my own?
I’m close to get an offer at Merrill Lynch as a VP, I told the recruiter I wanted 180k base 220k total comp for fullstack web dev and he said it was ok, the market is good, can I ask 4 more?
I’m feeling really discouraged. I’m in the merrill lynch fa program and I’m prospecting a lot and going to tons of high end networking events. I have good convos but then struggle to get meetings...
I’m in the Merrill Lynch FA program and not hitting my sales goals. It’s hard to build my network plus I look really young. My boss recently asked me to start sending her my weekly calls/meetings....
Does BoA Merrill lynch edge offer any money market mutual fund or others in that nature? Trying to move some emergency fund over there to leverage the preferred reward program.
Quick tax question - do I need to pay for any upgraded version of turbo tax if I just have a W2 and investments under an advisor with Merrill Lynch?
New at KPMG! Has anyone done the backdoor Roth IRA with Merrill Lynch? I’ve done a bit of research but I’m hesitant and would love insight. Thanks in advance!
Thinking about moving to Merrill Lynch. Looking for the good, the bad, and the ugly from Merrill advisors on here.
Financial advisors in the high net worth niche, how long did it take you to build your books or did you inherit yours from a retired advisor? I’m miserably failing out of the merrill lynch program
When leaving KPMG for another company, what are the payouts, if any? (Unused vacation days, etc) And is a 401k rollover required, or can you stay with Merrill Lynch?
Isn’t it disheartening to know that the highest producer at Merrill Lynch takes home approximately $13mil/yr and a slightly above average fund manager can bring home around $50mil?
Anyone here moved either from Merrill Lynch to NYL or vice versa? What do you think of Merrill Lynch as compared to NYL?
what’s the ratio of equity/stocks to bond/fixed income in your Merrill lynch 401k plan?Do you make any modifications or just use recommended distribution? First job with 401k and not sure what to do!