Hi. Does anyone know which consulting company led / drove / adviced on the Bank of America - Merrill Lynch integration? Thanks.

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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

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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?

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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?

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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...

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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....

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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.

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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?

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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!

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Has anyone heard of U.S. Trust? What’s the difference between them and Merrill Lynch?

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Thinking about moving to Merrill Lynch. Looking for the good, the bad, and the ugly from Merrill advisors on here.

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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

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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?

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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?

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Anyone here moved either from Merrill Lynch to NYL or vice versa? What do you think of Merrill Lynch as compared to NYL?

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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!

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