In two years, Robertson Stephens has doubled its assets under management and attracted Raj Bhattacharyya to be its CEO.

Fintech veteran Alex Sauickie, a former colleague of the late John Michel when the two were at Merrill Lynch, will be leading CircleBlack.

Bank of America CEO Brian Moynihan told investors at the Barclays Global Financial Services Conference Tuesday that third quarter revenues at Merrill Lynch and Bank of America Private Bank will be 'strong' due to increased client assets.

The sixth annual awards ceremony featured 72 awards presented to 61 companies.

Craig Young, one of the youngest members of Andy Sieg's executive leadership team at Merrill Lynch, is charged with ensuring all 14,000 of the Thundering Herd are working toward the same goals.

Anna Snider, head of due diligence for Merrill Lynch and Bank of America Private Bank, said it is taking a deep dive into diversity and inclusion at the asset managers who offer 3,000 of the investment strategies on its wealth investment platform.

The trio of advisors and additional staff will join the firm's employee advisor channel from UBS and will be headquartered in Kansas City.

The RIA industry is going through a transformation and there are four catalysts behind it, says Mark Tibergien.

Both bank and Merrill Lynch clients will now see a view of all their accounts, including investment and retirement, on the mobile app.