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


Visit other PMG Sites:

click me
PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.
Ok Decline