Thursday, May 15, 2014

Fw: Merrill Lynch Rethinks How to Engage With Baby Boomer Clients

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From: On Wall Street <onwallstreet@email.onwallstreet.com>
Date: Thu, 15 May 2014 08:09:41 -0400 (EDT)
To: <mainandwall@comcast.net>
Subject: Merrill Lynch Rethinks How to Engage With Baby Boomer Clients

 
 
 
On Wall Street
 
 
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May 15, 2014
 
 
 
 
Merrill Lynch Rethinks How to Engage With Baby Boomer Clients
by ANDREW WELSCH
 
Hoping to catch the baby boomer retirement wave, Merrill Lynch unveils a new approach to financial planning.
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