BofA $160 Million Merrill Bias Deal Goes to Once-Skeptical Judge

WEALTH MANAGEMENT MADE PERSONAL DAILY Home   |   Discussions   |   Blogs   |   Advertise   |   Subscribe FOLLOW US: September 3, 2013 BofA $160 Million Merrill Bias Deal Goes to Once-Skeptical Judge Bank of America is seeking approval of a $160 million settlement from a judge who thrice rejected requests by black financial advisers at its Merrill Lynch unit to sue as a group over alleged racial discrimination. read more » For Women, a Different Networking Strategy One planning team has found success adding clients with a monthly networking event for divorced women. read more » Retirement Planning: Protect Clients From Themselves When it comes to retirement, keeping your clients whole and preserving their assets is less about maximizing the upside than it is about limiting the downside. read more » Turn On Your Favorite Channel Rethinking Retirement -  For breaking news, targeted insights and expert coverage of retirement, visit On Wall Street's Rethinking Retirement Channel now - and everyday! Southwest Securities Retail on the Upswing A 43% increase in assets under management helped the brokerage unit net a profit after spending 2012 in the red. read more » Dealers in Debt Pare Commitments Raising Risk as New Rules Bite The worst losses in U.S. debt in at least 37 years are being magnified by investors exiting the market at the same time new regulations prompt Wall Street firms to cut back on trading corporate bonds. read more » Research Roundup: Last Exit before the Taper The August Employment Report, due out on Friday, represents the last potential roadblock to the Federal Reserve's plans to announce reduced bond purchases. - David Kelly, J.P. Morgan Funds read more »  Turn On Your Favorite Channel  ETFs  For breaking news, targeted insights and expert coverage of ETFs, visit On Wall Street's ETFs Channel now - and everyday! Must Read Top Retirement Destinations Overseas Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of advisors have to say about some of the most popular overseas retirement destinations among their clients. read more » Must Watch Lessons From D.A. Davidson’s Merger with Crowell Weedon D.A. Davidson’s Chairman and CEO Bill Johnstone discusses the growing importance of scale for smaller, regional broker-dealers. read more » Contact Us Samantha Allen samantha.allen@sourcemedia.com Senior Digital Editor Phone: 212.803.8752 Mark Lynch Mark.Lynch@sourcemedia.com Associate Publisher Phone: 781.626.4001 Videos Selecting the Right Advisor Coach Succession Planning for Business Owners How To Overcome Fear of Technology Planning 2023: What's Ahead? Advances in Mobile Technology Slide Shows 20 Ways to Improve Your Practice Breaking Down the Top 100 Branch Managers Volatility Strategy: 10 Key Messages for Wary Investors Unravel Alternative Investment Myths Top 10 Products Among Institutional Investors Web Seminars The Four Essential Steps to Becoming an RIA. Helping Clients Rethink a Risk-off Mentality Turnkey Sales Programs: How to distinguish a ‘good story’ from a true growth opportunity. © 2013 SourceMedia. All rights reserved. You are currently subscribed to onwallstreet.com as: buzzhairs.finance@blogger.com. Send this eNewsletter to a friend: Click here Unsubscribe from this mailing list: Click here Update your Profile: Click here To unsubscribe to other SourceMedia posts contact our Customer Service department at the phone number provided below. SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809