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BofA rolls out retirement income portfolios
The products, available to Merrill's clients, are designed to provide retirees with reliable income over 25 years.
Merrill Lynch details adviser development program
With a fresh take on adviser training, Merrill Lynch expects to increase diversity while graduating 1,000 new advisers per year. These advisers will be located in-office and report to their local market executives.
Pandemic fuels rapid growth for robo-advisers: Report
Robo-advisers are expanding services and growing assets at a rapid pace, further cementing their place in the financial advice industry.
Merrill drops robo-advice minimum to $1,000
Merrill’s digital advice platform, which launched in 2017, originally had a minimum investment of $5,000.
