Nitrogen (formerly Riskalyze), the leading developer of integrated risk tolerance, proposal generation, investment research and planning software for advisors, today announced the appointment of ...

BEST PRACTICES A former Merrill Lynch financial advisor team that oversaw $700 million left the company to join Morgan Stanley The Zelin Group joined Morgan Stanley in New York on Jan. 24. The team ...

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The Zelin Group and its five advisors made the move after the lead partner, Jonathan Zelin, had been with Merrill for more ...

Explore the top 5 budgeting and forecasting software of 2025 designed to streamline financial planning, enhance decision-making, and improve operational efficiency for businesses of all sizes.

Fresh off of his stellar year in 2024, Dennis Lynch is Business Insider's Investor of the Month for January.

The Merrill Edge website has lots of information, but their "search" feature needs some serious re-working. They have no Chat feature on their website; you can only call them (or write them).

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