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Merrill Lynch

Merrill Lynch Wealth Management (Merrill) is a leading provider of comprehensive wealth management and investment services for individuals and businesses. Merrill Lynch has been recognized as a Weathies Award Winner for 2020 in the areas of Social Media Leadership with Socialize – Compliant Social Media Platform for Advisors as well as for Technology with their Digital Collaboration Tool Set. You can read more about those here.

Highlights
Merrill Lynch Contemplates $100,000 Household Minimum
Dec 01, 2000
Merrill Lynch Contemplates $100,000 Household MinimumPolicy would end payout on transactional business in smaller accounts.Merrill Lynch is considering a new policy requiring a household to have at least $100,000 in assets at the firm in order for...
FIRMS Merrill Lynch Changes Fee Payout Schedule
Jun 01, 2000
In April, Merrill Lynch changed the way it compensates brokers on fee business. Instead of larger quarterly payouts, reps now receive three smaller monthly production credits. In the process, the firm will profit from the float on the client fee...