Merrill Lynch is about to launch a new training program for 6,500 client associates — and it shows how the role of full-fledged financial adviser is quickly changing

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The new Merrill Lynch client associate training underscores different career paths opening up in wealth management as the role of adviser changes.
January 23, 2020   |   View Online »
 
Merrill Lynch is about to launch a new training program for 6,500 client associates — and it shows how the role of full-fledged financial adviser is quickly changing

Merrill Lynch is about to launch a new training program for 6,500 client associates — and it shows how the role of full-fledged financial adviser is quickly changing

Rebecca Ungarino | The new Merrill Lynch client associate training underscores different career paths opening up in wealth management as the role of adviser changes.

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The alt-data industry faced serious growing pains after its sudden glow up — here's what players in the multi-billion-dollar space can expect for 2020

The alt-data industry faced serious growing pains after its sudden glow up — here's what players in the multi-billion-dollar space can expect for 2020

Bradley Saacks,Dan DeFrancesco | Alt data has been forced to grow up quickly: investors poured in, data powerhouses have carved out their space, and promising companies have flopped.

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Fortress CEO Wes Edens didn't show up to board meetings even as his private-equity firm ran a $115 million tab for managing local newspaper chain GateHouse

Fortress CEO Wes Edens didn't show up to board meetings even as his private-equity firm ran a $115 million tab for managing local newspaper chain GateHouse

Casey Sullivan,Bradley Saacks | The billionaire and Milwaukee Bucks co-owner was the chair of the board of New Media — a public media investment firm spun out by his private-equity firm in 2013.

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Bloomberg's alt-data head is starting up a new business at retail consultant Ascential — and it shows how firms can cut out middlemen and sell information directly to hedge funds

Bloomberg's alt-data head is starting up a new business at retail consultant Ascential — and it shows how firms can cut out middlemen and sell information directly to hedge funds

Bradley Saacks | The new division is a peek into a future where alt-data companies could be skipped altogether in the data consumption process, with the original producer bypassing firms like 1010data, Yodlee, and others.

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JPMorgan is hiring to grow a team that designs tech used by its bankers and clients — and it shows the huge impact fintech is having on Wall Street

JPMorgan is hiring to grow a team that designs tech used by its bankers and clients — and it shows the huge impact fintech is having on Wall Street

Dan DeFrancesco | Debra Herschmann, who leads JPMorgan CIB's user experience efforts, spoke to Business Insider about the importance of putting design first.

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UBS had 2 multi-billion-dollar clients pull their money out of its massive Americas wealth business, driving overall fourth-quarter outflows

UBS had 2 multi-billion-dollar clients pull their money out of its massive Americas wealth business, driving overall fourth-quarter outflows

Rebecca Ungarino | One of the clients had an account between $3 billion and $4 billion, while the other was between $1 billion and $2 billion, a person familiar with the matter said.

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Greenlight Capital's David Einhorn is adding to his bet against Netflix and loading up on gold, a new investor letter shows

Greenlight Capital's David Einhorn is adding to his bet against Netflix and loading up on gold, a new investor letter shows

Bradley Saacks | The firm is also loading up on gold as a hedge against the Federal Reserve's large balance sheet and low interest rates.

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The head of professional development at Steve Cohen's Point72 explains how to climb from fresh college grad to portfolio manager at the $16 billion hedge fund firm

The head of professional development at Steve Cohen's Point72 explains how to climb from fresh college grad to portfolio manager at the $16 billion hedge fund firm

Bradley Saacks | The $16.1 billion hedge fund manager puts young recruits through a 10-month program called the Academy before they start as analysts.

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A 34-year-old freelancer who quit the job she hated and now makes $200,000 a year debunks 5 of the biggest myths she's encountered about becoming your own boss

A 34-year-old freelancer who quit the job she hated and now makes $200,000 a year debunks 5 of the biggest myths she's encountered about becoming your own boss

Morgan Overholt | Graphic designer Morgan Overholt felt underpaid and overworked, so she quit her job and went to work for herself, learning key lessons along the way.

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11 books to read this year if you want to take charge of your finances, learn how to budget, and build your net worth

11 books to read this year if you want to take charge of your finances, learn how to budget, and build your net worth

Hillary Hoffower,Taylor Borden | Take control of your finances this year with these personal finance books that cover everything from budgeting to building wealth.

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