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8/18/15 8:30 am EDT

Global investors have shifted their attention from Greece to China amid continued concern of a Chinese recession, according to the BofA Merrill Lynch Fund Manager Survey for August. Respondents are scaling back their expectations for economic growth.

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7/14/15 8:30 am EDT

Global investors have raised their holdings of cash significantly in response to a weaker global economic outlook, particularly in China, according to the BofA Merrill Lynch Fund Manager Survey for July. Overall, equity allocations are unaffected by the higher risk aversion, however.

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7/13/15 9:12 am EDT

Andy Sieg, head of Global Wealth and Retirement Solutions for Bank of America Merrill Lynch, will join President Barack Obama and a community of advocates, experts, local leaders, and older Americans today to discuss the changing landscape of longevity at the White House Conference on Aging. more...

7/13/15 9:00 am EDT

Today, at the 2015 White House Conference on Aging, Bank of America Merrill Lynch will announce the introduction of a groundbreaking longevity training program for human resources (HR) and benefit plan professionals. Developed in partnership with the University of Southern California’s renowned Leonard Davis School of Gerontology, the Bank of America Merrill Lynch Longevity Training Program is designed to drive greater awareness and more...

7/10/15 7:00 am EDT

Bank of America Merrill Lynch won the highest number of global awards from Euromoney magazine, being named Best Global Loan House, Best Global Transaction Services House and Best Global Bank for Corporate Social Responsibility in the Euromoney 2015 Awards for Excellence.

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6/16/15 8:30 am EDT

Global investors have moved out of equities into cash ahead of an expected U.S. Fed rate hike, according to June’s BofA Merrill Lynch Fund Manager Survey (FMS). Investors have also shown concern about a Greek default and a possible bubble in Chinese equities as they have scaled back risk.

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6/10/15 9:30 am EDT

Merrill Lynch today announced that it has added sustainable impact multi-asset class portfolios to its expanding platform of impact portfolios to serve clients interested in using their investment capital for positive social and environmental purposes. Additionally, the firm will provide its 14,000 financial advisors new resources to help clients understand the impact of their investments in these portfolios.

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6/9/15 9:00 am EDT

About two-thirds (66 percent) of Chicago respondents expect to be stressed about money in retirement based on how they are currently saving, according to a new survey released today by Bank of America and Merrill Edge. The latest Merrill Edge® Report reveals that while non-retirees are anticipating stress, the majority (53 percent) of retirees in the area are not stressed based upon how they saved. more...

6/9/15 9:00 am EDT

Over two-thirds (68 percent) of New Jersey respondents expect to be stressed about finances in retirement based on how they are currently saving, according to a new survey released today by Bank of America and Merrill Edge. The latest Merrill Edge® Report reveals that despite feelings of stress from area pre-retirees, New Jersey retirees show a worry-free retirement is possible, with the vast majority (85 percent) reporting they will have more...

6/9/15 9:00 am EDT

Almost seven out of 10 (68 percent) Los Angeles respondents expect to be stressed about money in retirement based on how they are currently saving, according to a new survey released today by Bank of America and Merrill Edge. The latest Merrill Edge® Report reveals that while non-retirees are anticipating stress, the majority (65 percent) of retirees in the area are not stressed about finances in retirement based on how they saved. more...

6/9/15 9:00 am EDT

Over three out of five (62 percent) Orange County respondents expect to be stressed about money in retirement based on how they are currently saving, according to a new survey released today by Bank of America and Merrill Edge. The latest Merrill Edge® Report reveals that while non-retirees are anticipating stress, the majority (70 percent) of retirees in the area are not stressed about finances in retirement based on how they saved. more...

6/9/15 9:00 am EDT

Nearly two-thirds (64 percent) of Phoenix respondents expect to be stressed about money in retirement based on how they are currently saving, according to a new survey released today by Bank of America and Merrill Edge. The latest Merrill Edge® Report reveals that while non-retirees are anticipating stress, the majority (60 percent) of retirees in the area are not stressed about finances in retirement based on how they saved for it. more...

6/9/15 9:00 am EDT

Nearly seven in 10 (69 percent) San Francisco residents expect to be financially stressed in retirement based on how they are currently saving, according to a new survey released today by Bank of America and Merrill Edge. The latest Merrill Edge® Report reveals that while San Francisco non-retirees are anticipating stress, the majority (62 percent) of local retirees in the area are not stressed about finances based on how they saved. more...

6/9/15 9:00 am EDT

Nearly six in 10 (58 percent) South Florida respondents expect to be stressed about money in retirement based on how they are currently saving, according to a new survey released today by Bank of America and Merrill Edge. The latest Merrill Edge® Report reveals that while non-retirees are anticipating stress, the majority (62 percent) of retirees in the area are not stressed about finances in retirement based on how they saved. more...

6/9/15 9:00 am EDT

Three out of four (75 percent) Dallas-Fort Worth respondents expect to be stressed about money in retirement based on how they are currently saving, according to a new survey released today by Bank of America and Merrill Edge. The latest Merrill Edge® Report reveals that while non-retirees are anticipating stress, the majority (64 percent) of retirees in the area are not stressed about finances in retirement based on how they saved. more...

6/9/15 9:00 am EDT

Two out of three Americans (66 percent) expect to be stressed about money in retirement based on how they are currently saving, according to a new survey released today by Bank of America and Merrill Edge. The latest Merrill Edge® Report reveals that people with the most time to prepare for retirement – Gen Xers and millennials – are most likely to anticipate a financially rocky retirement, while those who have already retired are less likely to feel anxious about money today. more...

6/2/15 1:30 pm EDT

Merrill Lynch Wealth Management Chief Investment Officer Ashvin Chhabra today published a new book, “The Aspirational Investor: Taming the Markets to Achieve Your Life’s Goals” (HarperBusiness). The book defines a Wealth Allocation Framework that provides financial advisors and their clients a better way to think about investing, starting with a deep understanding of investors’ goals, values and risk appetite.

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5/19/15 9:12 am EDT

Bank of America Merrill Lynch has been rated the nation’s most successful 401(k) plan provider, according to a study by the National Association of Retirement Plan Participants (NARPP), a nonprofit organization and advocate for individual savers in these plans. Findings from NARPP’s second annual Participant FELT Study™ are based on interviews with more than 4,300 active retirement plan participants.

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5/19/15 8:30 am EDT

Global investors have less appetite for higher risk exposures, particularly in the U.S., according to the BofA Merrill Lynch Fund Manager Survey for May.

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5/12/15 10:43 am EDT

In 2014, 78 percent of active 401(k) participants who made a change to their plan made a positive one, by either starting or increasing their contributions.

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4/30/15 9:00 am EDT

The great transfer of intergenerational wealth now underway raises concerns in some wealthy families that it could do more harm than good for the next generation, according to a new report published today by Merrill Lynch’s Private Banking and Investment Group.

The report, “How Much Should I Give to My Family? On the risks and rewards of giving,” is based on findings of a nationwide survey of 206 high net worth parents and is the more...

4/28/15 1:00 pm EDT

Merrill Lynch was named “Advisory Solutions Sponsor Firm of the Year” by the Money Management Institute (MMI) for Merrill Lynch Investment Advisory program on the Merrill Lynch One® platform. The award category recognizes the sponsor firm that made a meaningful contribution to innovation within the advisory solutions industry and exemplified overall excellence, achievement and growth. more...

4/16/15 9:00 am EDT

The vast majority of companies (83 percent) today feel a sense of responsibility for the financial wellness of their employees, impacting the benefits, resources and financial education they offer, according to the latest Bank of America Merrill Lynch Workplace Benefits Report. Based on a nationwide survey of 1,020 companies of all sizes, key insights from the annual report include: more...

4/14/15 8:30 am EDT

Investors see growing overvaluations in both bonds and equities and have signaled concern about a valuation bubble forming, according to the BofA Merrill Lynch Fund Manager Survey for April.

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3/17/15 8:30 am EDT

Global investors have significantly pared back U.S. equity allocations as belief grows that the U.S. Federal Reserve will raise rates in the second quarter, according to the BofA Merrill Lynch Fund Manager Survey for March.

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