Platinum Privileges
BofA expands advisory cross-selling programPosted by RJ and Makay on Jun 23, 2011 |
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In a move to ramp up its cross-selling of banking and investment services, Bank of America plans to nearly double the number of Merrill Edge financial solutions advisors servicing so called “mass affluent” customers—those with $50,000 to $250,000 in investable assets. The bulk of new advisors will operate from banking centers.
