Merrill Lynch reported this morning that its individually managed account business survived the events of Sept. 11 well, without lots of clients bailing out. Redemption rates were about three-quarters ...
The latest step in Bank of America Merrill’s ongoing overhaul of its advisors’ technology is to digitize the account opening process. With its new collaborative onboarding experience, or COBE, Merrill ...
Imagine clients logging into their investment accounts and a three-minute interactive video detailing their entire financial life awaits them. On Monday, Merrill Lynch made that possible with its new ...
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