Moves
Wirehouse moves: JPMorgan taps Merrill veteran for Southeast role as BofA beefs up OCIO team
Linda Patel will lead J.P. Morgan Advisors in Florida and Georgia as Bank of America adds nonprofit specialists in New York
Summary as published by InvestmentNews
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J.P. Morgan Names Former Merrill Manager to Lead Southeast Market
More on Merrill
Merrill hub →AdvisorHub · Oct 27, 4:06 AM ET
J.P. Morgan Names Former Merrill Manager to Lead Southeast MarketNASAA · Oct 15, 11:00 AM ET
NASAA Announces Settlement with Wells Fargo and Merrill Lynch Over Excessive Commissions on Small-Dollar TradesRIABiz · Sep 29, 6:35 AM ET
Merrill Lynch creates hefty new 'data' and 'shelf' fees and offers third-party managers who pay them a leg up when its 'thundering herd' recommends investments – but stops short of leveling the playing field, analysts say
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