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.
Estimated reading time: 0 minutes, 17 seconds
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.
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