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 [...]
Big Changes for Financial Advisors Ahead
April 5, 2011 By 2 Comments
Whatever the final SEC regulations are, it’s pretty well agreed that brokers will be operating under a more stringent fiduciary standard of care. Given that, there will follow a dramatic transition for brokers and firms who will have to jump on the band wagon and add new technology if they want to continue to prosper. [...]
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