The Latest In Financial #AdvisorTech (November 2022)
CFO News Room
NOVEMBER 7, 2022
Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: Merrill Lynch launches a new ‘Merrill Match’ system that downplays an advisor’s geography and focuses more on advisor ‘fit’ with respect to expertise, meeting preferences, and communication style.
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