Bank of America Merrill Lynch Study Finds Employers Offering Financial Wellness Programs Becoming the New Normal


Dateline City: NEW YORK 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 Read more [...]

BofA Merrill Lynch Fund Manager Survey Finds Concerns of Overvaluation in Both Equity and Bond Markets


Dateline City: NEW YORK 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 Read more [...]

Merrill Lynch and USC Leonard Davis School of Gerontology Introduce Ground-breaking Longevity Training Program for Financial Advisors


Dateline City: NEW YORK 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 Read more [...]

Merrill Lynch Announces Relationship With Virtuoso® to Offer Clients Access to the World’s Leading Travel Advisory Network


Dateline City: NEW YORK 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 Read more [...]

Merrill Lynch Expands Capabilities to Help Clients Prepare for and Live Their Best Life in Retirement


Dateline City: NEW YORK 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 Read more [...]

BofA Merrill Lynch Fund Manager Survey Finds Investors Migrating out of U.S. Equities Amid Expectations of Fed Rate Hike


Dateline City: NEW YORK 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 Read more [...]

Bank of America Merrill Lynch Provides More Than $3.2 Billion in Community Development Banking Lending and Investing in 2014


Dateline City: NEW YORK Scope of Projects Impacted Wide Range of Constituents in Communities Nationwide Bank of America Merrill Lynch Community Development Banking provided more than $ 3.2 billion in loans, tax credit equity investments and other real estate development solutions to over 550 clients in 2014, creating more than 13,000 Read more [...]