Wealth and Asset Management
How Merrill Tamed Its Herd, Pushing Brokers to Pitch Bank Products
For Geoffrey Soper, the shift from stock hawker to advice dispenser has been a long time coming. When he first joined Merrill Lynch at age 21 in 1985 as a stockbroker, Mr. Soper spent his time cold-calling would-be investors and pitching stocks to nab sales commissions. But in the three…
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