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Merrill Lynch

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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2/25/15 2:00 pm EST

Sixty-five percent of retirees say they are living in the best homes of their lives, according to a new Merrill Lynch study conducted in partnership with Age Wave. With newfound freedom from work and family restrictions, fewer home-related financial concerns, and unprecedented longevity, retirees are more empowered to pursue a home that fits their desired lifestyle and changing priorities.

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2/18/15 1:00 pm EST

Bank of America today announced the results of a first-of-its-kind study exploring opportunities to use pay-for-success (PFS) programs and other innovative forms of social financing and impact investing to expand social service programs for U.S. military veterans.

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2/17/15 8:30 am EST

Global investors are significantly more positive on the outlook for Europe after the European Central Bank’s announcement of quantitative easing to reflate the region’s economy, according to the BofA Merrill Lynch Fund Manager Survey for February.

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2/5/15 10:47 am EST

Merrill Lynch today announced a series of enhancements to Merrill Lynch Clear®, a pioneering approach that offers a more comprehensive way of helping people navigate to and throughout retirement. Introduced in May 2014, Merrill Lynch Clear modernizes the process of preparing for retirement through an exploration of seven distinct life priorities – including health, home, family, finance, giving, work and leisure – to help achieve desired more...

2/5/15 10:30 am EST

Merrill Lynch and the University of Southern California Leonard Davis School of Gerontology today announced a ground-breaking training program designed to help Merrill Lynch financial advisors and retirement specialists better understand and address the evolving needs of the nation’s aging population and their families.

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2/5/15 10:30 am EST

Merrill Lynch today announced an exclusive relationship with luxury travel network Virtuoso® to provide clients with access to the world’s leading travel advisors. The relationship is part of Merrill Lynch Clear®, a pioneering approach to helping people navigate to and throughout retirement across seven life priorities – one of which is leisure – in order to achieve their desired outcomes. more...

1/20/15 8:30 am EST

Global investors have put some of their cash to work in spite of a more downbeat assessment of global growth and corporate profits, according to the BofA Merrill Lynch Fund Manager Survey for January.

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12/22/14 10:00 am EST

DBank of America Merrill Lynch today announced the 2015 composition and weights for the Merrill Lynch Commodity index eXtraSM (MLCX). The MLCX is designed to provide a liquid, consistent, representative and cost-efficient benchmark for commodity market performance and for investment in commodities as an asset class. The MLCX contains the following six market sectors: Energy, Base Metals, Precious Metals, Grains & Oil Seeds, Livestock, and more...

12/17/14 8:30 am EST

For the fourth straight year and since the recognition’s inception, Bank of America Merrill Lynch was named Institutional Investor magazine’s “Top Global Research Firm.” BofA Merrill Lynch Global Research won 260 total team positions – more than any other firm and three more than last year – in the 12 Institutional Investor research team surveys published this year.

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12/16/14 8:30 am EST

Global investors are keeping faith with equities while raising cash as markets enter the volatile year-end period, according to the BofA Merrill Lynch Fund Manager Survey for December.

Asset allocators have hiked their cash holdings to an average 5 percent. Moreover, a net 28 percent are now overweight relative to their benchmarks. This is the survey’s highest reading on this measure since June 2012.

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12/9/14 11:30 am EST

BofA Merrill Lynch Global Research today released its outlook for the markets in 2015, forecasting that the bull market in global equities will continue next year but returns will slow to single-digit rates. Strong fundamentals and healthy growth in the U.S. economy support a case for investor optimism and opportunism; however, in the lower-return, higher-volatility environment projected ahead, selective allocation and defensive portfolio moves more...

12/8/14 4:00 pm EST

CFOs believe the U.S. economy is at its highest level since the 2008 recession and anticipate growth in their sales, workforce and companies in 2015, according to the Bank of America Merrill Lynch 2015 CFO Outlook survey results released today.

In the survey of 603 financial executives with annual revenues ranging from $25 million to $2 billion, a majority of CFOs report the outlook for their companies as increasingly positive. more...

11/25/14 8:00 am EST

Bank of America’s Global Wealth and Investment Management (GWIM) division today announced that it has signed the United Nations-supported Principles for Responsible Investment (PRI) on behalf of its discretionary asset management businesses. The unit (GWIM) is comprised primarily of Merrill Lynch Wealth Management and U.S. Trust.

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11/18/14 8:30 am EST

Global investors have a restored appetite for risk amid greater optimism over the outlook for profits and the economy, according to the BofA Merrill Lynch Fund Manager Survey for November.

A net 47 percent of the global panel expects the economy to strengthen in the year ahead, a rise from a net 33 percent in October. Investors have expressed similar positivity over profits – a net 42 percent say that global corporate profits will more...

11/12/14 10:00 am EST

Bank of America Merrill Lynch Head of Global Wealth and Retirement Solutions Andy Sieg will receive the Chairman’s Award of Distinction from the American Federation for Aging Research (AFAR) this evening at a ceremony in New York City. The award recognizes individuals who have demonstrated outstanding commitment to the field of aging research.

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