bank

Bank of America

In network coverage since September 18, 2026 · 16+ stories

9Deals on our tracker

-1Talent net · 12 months0 in · 1 out

Observed recruiting events · 12 monthsOn the wire →

Net -1 · 0 incoming events · 1 outgoing events

Teresa Radzinski

Sep 11 · advisor move

Arrivals

None tracked.

Departures

Gianluca Palermo

Aug 27 · to Wells Fargo

Deal recordFull tracker →

Oct 1, 26Deal closedNexus Development · JLL Real Estate Capital — coverage

Sep 24, 26Deal closedThe NRP Group · DC Department of Housing and Community Development · Marshall Heights Community Development Organization, Inc. · DC Housing Authority · DC Housing Finance Agency · DC Green Bank — coverage

Sep 9, 26Deal closedCarlyle · CBAMR 2018-7 · $188M — coverage

Sep 8, 26Fund launchMerrill Lynch · Schwab · Candidly · Empower · Vanguard Group — coverage

Sep 2, 26Deal announcedPinnacle Group · JPMorgan Chase — coverage

Aug 31, 26Deal closedJPMorgan · Deutsche Bank · Tishman Speyer · $340M — coverage

Aug 23, 26Deal announcedRiyad Capital · PRP Real Assets — coverage

Aug 17, 26Deal announced — coverage

Jul 21, 26Fund launchMerrill Lynch · Blackstone · Wellington Management · Vanguard Group

Network coverage

advisor_note

Merrill's Form ADV prices manager access at up to $860,000 plus 0.1% of revenue

The Bank of America wirehouse says it will have a financial incentive to recommend managers that pay for data analytics, effective Jan. 1, 2027.

portfolio · Oct 6Merrill adds third-party manager data fees up to $860,000 and a 0.1% revenue share

Data · Oct 6Northern Trust and Citi add senior trust executives as real-estate fraud losses hit $275.1 million

portfolio · Oct 5BofA strategists say easy money from AI capex trade is largely made

debt · Oct 2Bank of America and JLL fund a $276 million Newport Beach senior housing refinancing

The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives

Features · Sep 29Northwestern Mutual launches family office platform; Citi and Northern Trust hire family office specialists

portfolio · Sep 29Merrill to charge asset managers up to $1.4 million for data and shelf fees

RIA · Sep 29Merrill sets data and shelf fees for third-party managers, up to $1.4 million

active · Sep 25The earnings calendar is marketing. The mandate is the product.

sectors · Sep 25NRP's DC debut shows the subsidy stack is the product

the_wrap · Sep 24Private credit's 1.7% quarter came from the wrong sleeve

The Close · Sep 24The transfer is a governance test. Families are buying paperwork.

transition · Sep 22Verdane buys into Xpansiv's registry rollup without naming a price

capital · Sep 21A $30 million LIHTC check fills 38 percent of Mesquite's senior stack

portfolio · Sep 18The quarter's fastest equity week is a rebalancing prompt

Bank of America

Merrill's Form ADV prices manager access at up to $860,000 plus 0.1% of revenue

The Morning Brief