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Wealth Tech Awards 2023: Winners' profiles

Published: June 9, 2023

   

Source: pwmnet.com

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United StatesFrance GeneralUnited KingdomGuillermo VeigaAnoop ManoharYapi KrediSandra WirfsJulius BaerLuna VazSteve FradkinSatheesh KrishnamurthyDalya KohenJune YongCasey FranzWang YanrongSonjoy PhukanMonte CarloRui CoimbraVictor AllendeAshley StewartLombard OdierLyndon SubroyenParibas FortisPhil WatsonAmy Yang

Digital onboarding, advisor-client matching: Merrill upgrades tech

Published: March 23, 2023

Bank of America's Merrill Lynch arm has been steadily rolling out digital products since 2020, most recently a program for advisors to produce short videos.

Source: financial-planning.com

Related Topics:

Nilesh VaidyaLakshay SinghAmerica Merrill LynchEdward JonesAlois PirkerAndy SiegKaty KnoxCasey FranzMorgan StanleyMerrill LynchWells FargoMerrill WealthPirker PartnersDynasty Financial PartnersCollaborative Onboarding ExperiencePersonal Wealth AnalysisGoals Planning SystemWells Fargo AdvisorsMobile Advisor ExperienceMerrill Advisor MatchEdward Jones MatchMerrill Video ProWirehouse AdvisorsWealth ManagementAb Technology