23 February 2010 | Austock appoints Masi to succeed Boyle as chief executive.
21 December 2009 | As 2009 comes to a close, Money Management looks back at the individuals and events that generated controversy.
13 October 2009 | China and India are likely to lead HNWI growth in Asia Pacific, which is expected to grow faster than the global average of 7.1 per cent.
5 August 2009 | Court approval will force ANZ and Merrill Lynch to pay $226 million, ASIC releases banks from potential legal claims.
4 August 2009 | BT Wrap has signed a three-year agreement with Merrill Lynch to provide a badged platform investment solution, the seventh agreement BT Wrap has signed this year.
09:40 AM | A Merrill Lynch global survey of fund managers shows an increase in risk averse investment in recession-proof stocks, with interest returning to equities in emerging markets.
26 June 2009 | Nearly 80 per cent of high-net-worth clients also lost faith in regulatory bodies in 2008.
18 June 2009 | The Bank of Queensland is believed to have threatened to sue clients of Storm Financial for misrepresenting their income - a response that is now in stark contrast to CBA's admission of fault in it its lending practices.
1 June 2009 | As recent events have made abundantly clear, no one is immune to the global financial crisis – regardless of reputation, size or previous long-standing success.
10:17 AM | A global survey of fund managers has found that the risk appetite of investors is improving, with many of them beginning to emerge from the defensive positions that prompted them to take extreme asset allocations for protection.
6 March 2009 | The Australian Securities and Investments Commission (ASIC) has imposed an enforceable undertaking on ANZ Custodian Services as it seeks to facilitate a settlement of the Opes Prime issue.
26 February 2009 | Plans to expand wealth business.
09:04 AM | Undervalued equities could lead to rally.
15 October 2008 | Analysts point to possibility of a sale transaction at a later date.
25 September 2008 | Developing economies leading the world in creating HNW individuals.
16 September 2008 | Overnight sale creates questions, not answers.
26 June 2008 | Australia’s high-net-worth population increasing at above average rates.
5 June 2008 | Praemium to service high-net-worth clients.
27 July 2006 | Companies such as NAB moving towards a fee-for-service model for financial advisers risk losing some of their more entrenched planners with the strongest client relationships, according to an analysis conducted by Merrill Lynch.
25 May 2006 | The loss of Merrill Lynch Investment Management’s (MLIM) North American regional team to another fund manager, and its subsequent replacement by BlackRock, has prompted researcher Standard & Poor’s to place two of the manager’s funds ‘on hold’.
9 May 2006 | Merrill Lynch Investment Management has recruited two senior analysts from Goldman Sachs JB Were, weeks after losing three of its Australian equities portfolio managers to a Challenger Financial Services-backed start-up boutique.
3 April 2001 | Two new global equity funds have hit the market today with the introduction of Merrill Lynch Investment Manager’s (MLIM) Global Titans Fund and Global Small Cap Fund, the first in a range of MLIM funds set to launch over the next few years.
29 March 2001 | ABN AMRO has appointed Jock McKinlay, formerly senior resources analyst at Merrill Lynch, as its head of equities research.
8 March 2001 | Merrill Lynch is launching an onslaught into the Australian retail market with the launch of eight new products this month and the trebling of its sales team.
8 February 2001 | Merrill Lynch and HSBC’s joint venture investment site is the first to offer investors access to the UK and Canadian stock markets.