Merrill Lynch is about to launch a new tr aining program for 6,500 client associate s — and it shows how the role of full-fle dged 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.
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.
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.
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.
Dan DeFrancesco | Debra Herschmann, who leads JPMorgan CIB's user experience efforts, spoke to Business Insider about the importance of putting design first.
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.
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.
Ashley Stewart | A LinkedIn user in an open letter asked CEO Jeff Weiner to do more to prevent harassment and attempted scams on the site. Weiner responded.
