Merrill Lynch Wins Money Management Institute’s Advisory Solution of the Year for Merrill Lynch One

Thursday, April 17, 2014 9:00 am EDT

Merrill Lynch was awarded “Advisory Solutions Sponsor Product of the Year” by the Money Management Institute (MMI) for its investment advisory platform, Merrill Lynch One. The award category recognizes the introduction of the year’s most innovative solution and its contribution to the growth of the wealth management industry.

Established in 1997, MMI is a national association and leading voice for global financial services organizations that provide advice and professionally-managed solutions to individual and institutional investors. Now in their sixth year, MMI’s Industry Leadership Awards recognize innovation and achievement in the advisory solutions industry. The award winners are determined by votes among MMI member firms.

Merrill Lynch One improves the ability of financial advisors to deliver investment advice and solutions to clients, and gives clients and advisors access to Merrill Lynch’s investment advisory program through a single set of workflows, fees, paperwork and communications. The platform brings the firm’s five managed solution programs together into a single platform and navigation site.

In addition to creating tremendous efficiencies, Merrill Lynch financial advisors using the platform can more easily design and manage customized, goals-based investment solutions – with the flexibility to set asset allocation and manager selection within model portfolios. The phased rollout of Merrill Lynch One to the firm’s more than 13,700 advisors nationwide began in September 2013 and will continue throughout 2014.


Merrill Lynch Global Wealth Management
Merrill Lynch Global Wealth Management is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With over 13,700 Financial Advisors and $1.9 trillion in client balances as of March 31, 2014, it is among the largest businesses of its kind in the world. Within Merrill Lynch Global Wealth Management, the Private Banking and Investment Group provides tailored solutions to ultra affluent clients, offering both the intimacy of a boutique and the resources of a premier global financial services company. These clients are served by more than 150 Private Wealth Advisor teams, along with experts in areas such as investment management, concentrated stock management and intergenerational wealth transfer strategies. Merrill Lynch Global Wealth Management is part of Bank of America Corporation.

Source: Bank of America. Merrill Lynch Global Wealth Management (MLGWM) represents multiple business areas within Bank of America’s wealth and investment management division including Merrill Lynch Wealth Management (North America and International), Merrill Lynch Trust Company, and Private Banking and Investments Group. As of March 31, 2014, MLGWM entities had approximately $1.9 trillion in client balances. Client Balances consists of the following assets of clients held in their MLGWM accounts: assets under management (AUM) of MLGWM entities, client brokerage assets, assets in custody of MLGWM entities, loan balances and deposits of MLGWM clients held at Bank of America, N.A. and affiliated banks.

Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), a registered broker-dealer and member SIPC, and other subsidiaries of Bank of America Corporation (“BAC”).

Investment products:

Are   Not FDIC Insured

 Are   Not Bank Guaranteed

 May   Lose Value

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