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BofA Lincoln charity golf tournament raises $25K for Audubon Society

PROVIDENCE – Bank of America Corp.’s Merrill Lynch Wealth Management call center in Lincoln raised $25,000 for the Audubon Society of Rhode Island through...

Five Questions With: Courtney McCarthy

Courtney McCarthy was named market executive for Merrill Lynch Wealth Management’s Coastal New England Market in November. McCarthy began her career there as associate...
EDYTHE M. DE MARCO is a financial adviser with Merrill Lynch Wealth Management in Providence. / COURTESY BANK OF AMERICA CORP.

Five Questions With: Edythe M. De Marco

Edythe M. De Marco is a financial adviser with Merrill Lynch Wealth Management in Providence and was recently named by Forbes as a 2020...

Forbes names 5 R.I. wealth advisers among ‘Best-In-State Next-Gen Advisors’

PROVIDENCE – Forbes magazine recently released its nationwide list of “Best-In-State Next-Gen Advisors,” and five from Rhode Island were recognized. The Ocean State wealth advisers included:...

Study: Heirs in the dark on family wealth decisions

PROVIDENCE – A new study found that 64% of “wealth holders” have never talked with family members about how or why they intend to...

10 R.I. wealth advisers named to new Forbes ‘Best-In-State’ list

PROVIDENCE – Who are the best wealth advisers in Rhode Island? Forbes magazine seems to know, issuing its annual nationwide list of “Best-In-State Wealth Advisors.” The...
BUILDING WEALTH: Edythe M. De Marco, founder of The De Marco Group at Merrill Lynch Wealth Management in Providence, wants to encourage more women to work in the financial-services industries, and takes pride in training talented people to grow their clients’ assets. / PBN PHOTO/RUPERT WHITELEY

De Marco fosters wealth-nurturing team

Industry Leader, Financial Services | Edythe M. De Marco, Merrill Lynch/Bank of America You can talk about how Edythe M. De Marco joined Merrill...
BEST INTEREST: From left, Merrill Lynch Wealth Management officials Diane Fiore, senior client associate; Brendan McCarthy, senior vice president, wealth management; and Edythe M. DeMarco, managing director of wealth management, meet at their Providence office. DeMarco says her firm acts in the best interest of clients and is in favor of the fiduciary rule that would require the same. / PBN FILE PHOTO/­RUPERT WHITELEY

Wealth managers divided on delay of fiduciary rule implementation

The decision to once again delay full implementation of the so-called fiduciary rule comes with a sigh of relief to some financial planners not...
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