Merrill will change client accounts to portfolio-based system
Merrill said to be planning move to portfolio-based system
In a move that could have wide-ranging implications for the financial-advice industry, Merrill Lynch & Co. may soon abandon its managed accounts platform and instead adopt a portfolio-based system.
more info
client accounts, account management, brokerage, investment portfolio
In a move that could have wide-ranging implications for the financial-advice industry, Merrill Lynch & Co. may soon abandon its managed accounts platform and instead adopt a portfolio-based system.
more info
client accounts, account management, brokerage, investment portfolio
Labels: account management, brokerage, client accounts, investment portfolio
posted by Victor Lloyd Smith @ 2:52 PM
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