Advisors will meet with clients every six months to address financial planning topics and to monitor their savings progress.
Read the full article from AdvisorOne.com here.
BoA Targets Mass Affluent with Financial Planning
Bank of America has launched Merrill Edge Roadmap, which is a financial planning service that matches the firm’s 1.6 million mass affluent clients with Merrill Financial Solutions Advisors, reports AdvisorOne.com.
