"Traditionally, private market alternatives were the domain of institutional investors, but as wealth building needs have evolved, we're seeing more clients seek non-traditional investments, fueled by ...

New Program Unlocks Access to Institutional-Grade Private Market Funds for Qualified Clients NEW YORK, Sept. 4, 2025 /PRNewswire/ -- Merrill Wealth Management and Bank of America Private Bank today ...

Merrill Wealth Management and Bank of America Private Bank have launched a new private market investment program for ultra-high-net-worth clients. Alts Expanded Access allows clients with a net worth ...

Emily Dreas started her career doing business development for a 12-person asset manager in Florida. Two decades later, she oversees a team of 240 and is leading Bank of America's private bank in one ...

Bank of America Corp. will offer investments in private equity funds to its ultra-wealthy clients, a move that comes as more financial firms give access in alternative assets to a broader swath of ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min A group of seasoned wealth ...

Nearly a month after the departure of its private bank head, Citi has tapped a Bank of America executive to oversee its private banking operation in North America. Cayman Wills, a regional head, was ...

Edward Jones announced last year that it's moving into the full-service financial planning business, and now it's shaking up its leadership ranks in response. Meanwhile, Bank of America's private bank ...

Forbes contributors publish independent expert analyses and insights. Editiorial fellow at Forbes. Bank of America is recommending its wealth management clients allocate up to 4% of their portfolios ...

Bank of America expects the U.S. dollar to weaken in 2026 and is recommending investment strategies tied to Latin American currencies, particularly the Brazilian real.

Bank of America (NYSE:BAC) Private Bank and Merrill Wealth Management, another BofA division, introduced a private market program called Alts Expanded Access for ultra-high-net-worth ("UHNW") clients ...

Bank of America Corp. will offer investments in private equity funds to its ultra-wealthy clients, a move that comes as more financial firms give access in alternative assets to a broader swath of ...