Facts & Resources

Press Release Search

Merrill Lynch

  • 4/16/15 9:00 am EDT

    Sense of Responsibility for Employees’ Financial Well-being Driving Companies to Broaden Financial Educational Offering and Increase Accessibility

    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: Nearly three-quarters of plan sponsorsmore...
  • 4/14/15 8:30 am EDT

    Bonds Seen as Most Overvalued in Survey’s History

    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. The proportion of global investors saying equity markets are overvalued has reached its highest level since 2000. A net 25 percent of respondents to the global survey say that global equities are currently overvalued, up from a net 23 percent inmore...
  • 3/17/15 8:30 am EDT

    Preference for European Equities at Record High

    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. A net 19 percent of global asset allocators are now underweight U.S. equities – the biggest underweight since January 2008 and a big swing from a net 6 percent overweight in February. The proportion of investorsmore...
  • 2/25/15 2:00 pm EST

    Research Reveals Majority of Retirees Likely to Move at Least Once During Retirement, With 30 Percent Moving into Larger Homes

    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. The study, “Home in Retirement: More Freedom, Newmore...
  • 2/18/15 1:00 pm EST

    New Research Identifies Opportunities to Increase Funding and Collaboration to Scale Effective Services That Measurably Improve the Lives of Veterans and Their Families

    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. The study was conducted in partnership with Social Finance, a nonprofit intermediary organization dedicated to mobilizing investment capital to drive social progress through innovativemore...
  • 2/17/15 8:30 am EST

    Weakening Expectations in China Limit Impact on Global Growth Outlook

    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. Europe’s profit outlook is at its best since 2009, according to panel members. A net 81 percent of regional specialists see the economy strengthening in the next year. Against this backgroundmore...
  • 2/5/15 10:47 am EST

    Merrill Lynch Clear® Enhancements Across Seven Life Priorities Help Explore Opportunities and Challenges, and Achieve Goals

    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 desiredmore...
  • 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. The new Merrill Lynch Longevity Training Program offers insights into the latest advances, research and experiences inmore...
  • 2/5/15 10:30 am EST

    High-touch Travel Service Provides Expert Resources to Help Clients Achieve Leisure Goals During Retirement and Throughout Their Lives

    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. “For many of our clients, traveling is themore...
  • 1/20/15 8:30 am EST

    U.S. Equities and Real Estate in Favor; Too Soon to Back Oil

    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. Investors have regained a muted risk appetite, turning to U.S. equities, bonds and real estate. The proportion of respondents overweight cash has tumbled to a net 17 percent from a net 28 percent last month. Average cash positions havemore...