“Building your women clientele takes longer, but they are more loyal.” This is how Sallie Krawcheck, president of Bank of America Merrill Lynch’s global wealth and investment management unit, views the differences between client genders. Her remarks were made as part of the firm’s wealth management panel on women and retirement. As more women are [...]
Power of the Right Financial Advisor
April 22, 2011 By Leave a Comment
No one would debate the fact that Merrill Lynch went thru some tough times during the economic crisis. But Merrill’s Wealth Management took a survey of their clients over this past year and found that they continue to value their relationship with their financial advisors. As a result, the unit’s new brand platform revolves around [...]
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