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Merrill Lynch takes cues from dating apps as it tries to match more advisors with wealthy clients

Por: Business Insider Business October 04, 2022

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Finding a financial advisor can be tedious, and Merrill Lynch knows it.Most customers find an advisor through their friends or family, according to Kirstin Hill, chief operating officer at Merrill Lynch. But people without connections, particularly those new to wealth, turn to the internet. Merrill Lynch's website gets about 10 million visitors a year, Hill said.Most bank websites ask prospective clients for only a few pieces of... + full article



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