Merrill launches matchmaking service to connect investors and advisers
The firm is positioning Merrill Advisor Match as a modern solution for investors who are looking for financial advice.
Merrill Wealth Management is the latest firm to try a digital matchmaking tool to connect consumers with a financial adviser.
The firm launched Merrill Advisor Match Tuesday to address what it says is a need for a modern approach for investors looking for financial advice. Of the one-third of aff
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