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...The division has lagged behind rivals such as JPMorgan Chase, Morgan Stanley and BofA’s Merrill Lynch franchise, however....
...After becoming a senior partner at McKinsey and a stint at Merrill Lynch, he joined Morgan Stanley in 2006 and succeeded John Mack as chief executive just four years later....
...She brought along clients including Rodriguez when she joined JPMorgan from Bank of America’s Merrill Lynch division in 2020 and set up shop at JPMorgan Advisors, as the old Bear operation is now known....
...EquiLend was launched in 2002, started by several banks including Goldman, JPMorgan, Morgan Stanley, UBS, Lehman Brothers and Merrill Lynch, now owned by BofA....
...She worked as a financial journalist in Tokyo, Washington and New York before moving to corporate communications, first with Merrill Lynch in 2002 and then Goldman in 2004, where she became a managing director...
...He joined Merrill Lynch in 2008 shortly before its sale to BofA during the financial crisis....
...Details of the dispute between Gwen Campbell and JPMorgan were laid out on Thursday in a legal filing that refers to an unidentified “Pro Athlete Client”, who was a client of Campbell’s at Merrill Lynch...
...Saperstein followed Gorman first to Merrill Lynch and again to Morgan Stanley in 2006, where he became head of US wealth management in 2009....
...JPMorgan is looking to expand that to 6,000 by 2025 but it is still dwarfed by rivals Morgan Stanley, which has about 16,000 financial advisers, and Bank of America, which has more than 13,000 at its Merrill Lynch...
...In early 2007, Merrill Lynch, which was trying to break into wealth management and banking, paid $1.8bn to acquire First Republic....
...And in 2020, she left her job at Bank of America Merrill Lynch and came over to work at JPMorgan in this wealth advisers business. Joshua Franklin So this was a really prized hire....
...He passed his Series 7 broker’s exam and then, after about 18 months, made it to Merrill Lynch, where he worked in the private client group....
...Joshua Oliver is the FT’s asset management reporter....
...“It’s a fairly major crackdown,” said David Rosenfeld, an associate professor at Northern Illinois University and a former SEC attorney, noting that Morgan Stanley and Merrill Lynch paid $15mn and $2.5mn...
...Marc Filippino Josh has reported that banks, including JPMorgan Chase, Merrill Lynch and Morgan Stanley are preparing to pay about a billion dollars in fines over this....
...Just south of here is Paradero Todos Santos, co-founded last year by Joshua Kremer, a young Mexican who left an urban investment management career to chase a Baja dream....
...Similar allegations have surfaced before on Wall Street: in 2005, brokers at Merrill Lynch and Lehman Brothers were accused of letting day traders eavesdrop on big market moving orders and profit by trading...
...Joshua FranklinWhat happened really was when Campbell was a very high-profile financial advisor at Merrill Lynch with about $1.1bn in client assets, JPMorgan was very keen to get her over to their bank....
...That battle is still raging two years later, reports the FT’s Joshua Franklin....
...On the other was Gwen Campbell, a financial adviser at Merrill Lynch who was overseeing much of Rodriguez’s wealth....
...In 2018, when three Bank of America bankers were given $83m in awards in a case of misconduct at the broker-dealer arm of Merrill Lynch, the Securities and Exchange Commission received 5,282 tips, up almost...
...When the rule was introduced, Dawid Konotey-Ahulu was a managing director at Merrill Lynch in London, working in the bank’s pensions and insurance solutions group....
...Having joined when BofA acquired his former employer Merrill Lynch, he oversaw all of the businesses that serve companies and institutional investors including trading and investment banking....
...Experts have told the FT’s Stefania Palma and Joshua Franklin any high-profile award tends to spark fresh rounds of tips....
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