John Thiel, the former Merrill Lynch Wealth Management head, is launching an independent RIA in the first quarter of 2025, he ...

John Thiel, the former head of Merrill Lynch Wealth Management, has launched a new registered investment advisor (RIA) firm ...

Former head of Merrill Lynch Wealth Management John W. Thiel is launching an independent RIA, Indivisible Partners, in the first quarter 2025, he announced on LinkedIn.com. “It is with immense pride ...

John Thiel, who helmed Merrill Lynch Wealth Management from 2011 to 2016, says Indivisible Partners will offer advisors a mix ...

Thiel was head of Merrill Lynch Wealth Management in 2016 when he became vice chair of Bank of America’s Global Wealth ...

Clearwater, Florida–based Indivisible Partners will launch in the first quarter of 2025, according to its website. The firm was formed on July 2, per its Form ADV, and its creation was announced this ...

Now, Linder is a financial adviser for Merrill Lynch Wealth Management, and in a conversation with David and John Auten-Schneider on Yahoo Finance’s Living Not So Fabulously podcast, they ...

Boca Raton-based MM & Associates serves ultrawealthy families and their businesses and philanthropic enterprises.

It also claims to keep a low client-to-advisor ratio for private wealth management clients. According to the firm’s website, there are an average of 20 to 30 clients per advisor. Merrill Lynch ...

The firm's new policy of keeping discrimination complaints out of court isn't sitting well with at least two financial advisors.

Integrated Partners has expanded the reach of its $20 billion RIA operations with a new affiliate in Boston.