Wealth and Asset Management
Merrill Lynch 'goals-based' accounts to reach $200 billion milestone
Merrill Lynch Wealth Management expects its revamped fee-based investments platform to pass $200 billion in assets by next week, notching a milestone in its massive platform overhaul. Merrill Lynch has pitched the overhaul of the technology underpinning its managed accounts program as part of its plan to bolster “goals-based wealth…
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