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Merrill Lynch

  • 5/19/15 9:12 am EDT

    Company Tops List of 401(k) Plan Providers Based on Independent Research From the National Association of Retirement Plan Participants

    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. FELT – which stands for Financialmore...
  • 5/19/15 8:30 am EDT

    Expectation of Fed Rate Rise Moves Towards 4Q15

    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. While a net 47 percent of respondents remain overweight equities, this is down seven percentage points month-on-month. Appetite for U.S. stocks has declined to a net 19 percent underweight, in contrast to strong overweights across 1Q. Confidence in corporate profitability has alsomore...
  • 5/12/15 10:43 am EDT

    Nearly Two-thirds More Millennials Started Participating in a 401(k) Plan in 2014 Than in 2013

    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. Compared to 2013, the number of participants who contributed to their 401(k) account increased by 18 percent, according to the latest Bank of America Merrill Lynch 401(k) Wellness Scorecard.1 This growth can be attributed in part to millennials’ increasing focus on savings, as 64 percentmore...
  • 4/30/15 9:00 am EDT

    Merrill Lynch Private Banking and Investment Group Explores When, Why and How the Wealthy Pass on Assets and How Much Is Too Much to Give

    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 themore...
  • 4/28/15 1:00 pm EDT

    Lorna Sabbia of Bank of America Merrill Lynch Named Chairperson of MMI Board of Governors

    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. Established in 1997, MMI is a nationalmore...
  • 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...