Merrill Launches Digital Tool Aimed at Client Acquisition

Merrill has rolled out a digital tool aimed at connecting advisors with prospective clients, particularly wealthy investors from underrepresented groups who are seeking financial advice at elevated rates.

“I’m sure in light of the market volatility and losses within retirement and other accounts that investors are trying to figure out what to do and would be open to working with someone to find those answers,” said Craig Kilgallen, a relationship manager at FUSE Research.


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Article published on October 6, 2022