Wealth Management: Merrill Advisor Match Transforms How Investors Find Financial Advisors

Merrill Wealth Management launched Merrill Advisor Match, a research-based, digital platform that “connects people seeking financial advice with a Merrill financial advisor who best fits their preferences and needs.” Data shows there is “a need for a modern approach for finding an advisor.” A third… Read More
Read more in: Fintech | Tagged andy sieg, digital platform, digital technology, digital tools, financial advice, financial advisors, financial services, kirstin hill, merill wealth management, merrill, merrill advisor match, united states, us, wealth management