Merrill’s Wealth Management Overhaul Revealed
FEATURE
Merrill Lynch opens its doors for an inside look at the billion-dollar project that will revamp the way it interacts with wealth management clients.
By
Phil AlbinusIn the world of makeovers, Merrill Lynch’s wealth management overhaul ranks alongside the cleanup and restoration of Grand Central Terminal.
By all accounts, when Merrill Lynch signed Thomson Financial to help create its new Wealth Management Technology Platform last November, it was a huge win and an equally tough blow to the vendor’s
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