Merrill has introduced two new services—Tax Efficient Transition (TET) and Dollar Cost Averaging (DCA)—to help clients manage portfolio transitions and cash investments more effectively within the Merrill Lynch Investment Advisory Program. TET assists clients in gradually transitioning appreciated securities into managed strategies while managing capital gains taxes. DCA allows clients to invest cash systematically over time to reduce market timing risks. Both services combine automation with professional oversight, are optional with no extra fees, and aim to support long-term investment goals.
Merrill's new services for portfolio transitions and systematic investing provide useful context for financial markets. For readers following Financials-sector US stocks on Pluang, here is the market snapshot as of Sep 15, 2026 19:02 WIB: out of 74 stocks, 21 rose and 48 fell. Notable prices include LMND at USD 49.65 (-0.76%), SAN at USD 14.63 (-0.75%), and ING at USD 36.71 (-0.68%).
Strategy reported an estimated $20.91 billion gain on its Bitcoin holdings in Q3 2026 due to revaluation at market prices, increasing the balance sheet value to $70.82 billion from an acquisition cost of $63.95 billion. Despite this accounting gain, ...
Intuitive Surgical continues to dominate the robotic surgery market with a strong competitive moat and promising growth prospects driven by high recurring revenues and expanding installed base. Despite some valuation multiple compression, its forward...
In September, the US IPO market experienced a slight drop in the number of deals, with six offerings compared to seven in August. However, total proceeds increased slightly to $1.9 billion from $1.8 billion the previous month. Adarx Pharmaceuticals l...
Ethereum developers released a last-minute update to the Prysm validator software to ensure blocks on the Sepolia test network use the new 200 million gas limit during the Glamsterdam upgrade test. This upgrade aims to triple the block capacity from ...
Bitcoin futures open interest fell by 3.8% to $36.6 billion in the week through October 4, indicating a $1.4 billion decline from $38 billion. Meanwhile, spot trading shifted from net selling to net buying, signaling stronger demand in the spot marke...
