This is the time of year when you should not only be considering your clients' charitable intentions, but also what you may be able to fork over to your favorite organization. Then again, if your recent paychecks are closely correlating with the...

All eyes are on the stock market's gyrations and its impact on retirement plans. Bear markets are a vexing problem for retirees, of course, but that's not the real issue. The coming retirement crisis is worse than a simple bear market cycle. Just...

If Bank of America signs the broker protocol, it will be pretty much business as usual for Merrill advisors, say securities lawyers. But advisors may not know whether BofA will sign it before they have to sign their own retention agreements—...

Merrill Lynch financial advisors put off by non-compete language in the retention package they received last week—and must now decide whether to sign—are getting assurances from Merrill that it’s not as bad as they think.

Stowell & Friedman, a Chicago-based law firm, must not want Merrill Lynch to forget about an unresolved discrimination suit it filed against the firm three years ago.

Now that its parent has announced plans to sell off portions of itself, the AIG Advisor Group is looking for a new home.

Merrill Lynch financial advisors are worried about one paragraph in the retention contract they received last Friday, October 24—very worried.

Bank of America and Merrill Lynch released retention bonus plans for their financial advisors on Friday and both send a consistent message to financial advisors: If you’re a top producer, we want you to stay. (Click here for the Merrill...

The long-awaited Merrill Lynch retention package has arrived. Not surprisingly, top producers will probably be pleased, but others may not...

Wachovia financial advisors don’t have a great story to tell their reportedly fed-up clients today.