Tagged with "financial crisis"

Bank of America Continues to Rebrand Merrill Lynch

Posted on February 28th, 2019 at 10:31 AM
Bank of America Continues to Rebrand Merrill Lynch

Bank of America, which bought the wirehouse, Merrill Lynch during the financial crisis of 2008, has announced that it has plans to rebrand its wealth management operations by dropping “Lynch” out of its name.

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A Decade After the Financial Crisis of 2008, The Financial Planning Industry is Seeking Clarity Regarding Custody Status for RIAs

Posted on February 21st, 2019 at 5:06 PM

As a result of the financial crisis of 2008 and the Bernie Madoff Ponzi scheme, the SEC updated its custody rules for registered investments advisers in 2009.

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