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Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, and a wholly-owned subsidiary of Bank of America Corporation (“BofA Corp.”). Insurance and annuity products are offered through Merrill Lynch Life Agency Inc. (“MLLA”), a licensed insurance agency and wholly-owned subsidiary of BofA Corp.

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Inside the Modern Family Office: Complexity, Innovation, and a Generational Shift

Affluent Americans Increase Donations by 30% Over Past Decade, Even as Fewer Give, Finds 2025 BofA Study of Philanthropy

Merrill and Bank of America Private Bank Launch New Alternative Investments Program to Ultra-High-Net-Worth Clients

BofA Report: Percentage of Workers Seeking Near-Term Financial Guidance from Employers Doubles

BofA Recognized by Celent for Delivering Innovative Digital Experiences for Clients

BofA Names Gabby Hodgson President of Colorado

2025 Specialty Asset Management Outlook Released by Bank of America

BofA Names Jason Edelmann President of Fort Lauderdale

Bank of America Names Mark Kremers President of San Diego

BofA Names Michael T. Esposito President of Tampa Bay

Merrill Launches Ultra-High-Net-Worth Advisory Group

BofA Global Research Expects 2025 to be a year of Further Equity Market Strength amid Macro Uncertainty

BofA Art Market Update Anticipates Buying Opportunities for Collectors This Fall

Bank of America Private Bank Study of Affluent Americans Finds Generational and Gender Divides in Charitable Giving

Merrill and IMG Academy Launch Partnership to Bring Financial Education to Student-Athletes

BofA Receives 19 Awards for Excellence from Euromoney Magazine

BofA Private Bank Study of Wealthy Americans Finds Generational Divide in Investing, Giving and Preserving Wealth

BofA Names Michael Garand as Worcester President

Merrill Launches New Video Series: #WomenInvested Meet Ups

Las minorías adineradas se centran en formar a las generaciones futuras y en ayudar a sus comunidades

Affluent Diverse Communities Report Strong Focus on Giving Back and Setting Up Future Generations

BofA Global Research Named top Global Equity Research Provider for 2023 by Institutional Investor

BofA Global Research Calls 2024 “The Year of the Landing”

Spontaneous Family Wealth Discussions and Decisions Can Lead to Regrets, Finds Merrill Study

Charitable Giving by Affluent Households Above Pre-Pandemic Levels, Finds 2023 BofA Study of Philanthropy

Bank of America Names Tyrone Noel Hampton Roads President

BofA Recognized as the Leading Provider of Outsourced Chief Investment Office Services for Foundations and Endowments

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