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Merrill's New Training Program to Focus on Developing Bank Talent


Trainees will, instead, be encouraged to build new client relationships via LinkedIn as well as leads and referrals from Bank of America. Sieg said there are broader opportunities for collaboration and referrals to move across from the consumer bank to Merrill. The bank serves more than 60 million customers, more than 3 million of which have a net worth over $1 million and don’t have investment relationships with the firm.
Louis Diamond, president of Diamond Consultants, believes the cold-call ban stems from several firings of Merrill advisors who violated the firm’s Do Not Call list. For instance, the firm terminated financial advisors Ethan Kunin in Austin and Nicholas John Ferguson in New York at the end of 2020. In his BrokerCheck profile, Kunin said he was following guidance he received in the training program during the summer of 2020. ....

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Pandemic fuels rapid growth for robo-advisers: Report


Pandemic fuels rapid growth for robo-advisers: Report
Robo-advisers are expanding services and growing assets at a rapid pace, further cementing their place in the financial advice industry.
May 17, 2021
2
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The investor shift to managing more of their lives online in response to the pandemic has given the digital-advice industry a tailwind. 
The last year has seen significant growth from robo-advisers, according to Backend Benchmarking’s first quarter Robo Report. For example, Betterment grew its assets under management from $18 billion in 2020 to $29 billion, while Schwab Intelligent Portfolios experienced 51% growth in digitally advised assets, and Vanguard added $70 billion in robo-assets from the end of 2019 through the first quarter of 2021.  ....

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Goldman Sachs on plans for new Marcus Invest robo-advisor


Goldman Sachs
Goldman Sachs launched its robo-advisor, called Marcus Invest, to the public on Tuesday.
It s launching into a crowded space, competing with startup and bank-owned robo-advisors.
Sonali Divilek and Andrea Finan, executives overseeing the roll-out, laid out the product s plans.
Goldman Sachs is finally launching its do-it-yourself wealth management offering to the public, marking a milestone in the elite firm s quest to appeal to Main Street. 
The bank rolled out Marcus Invest, its automated investment tool with a $1,000 account minimum, on Tuesday after having previously faced delays as a result of the pandemic.
Marcus Invest is set to compete with startup robo-advisors and bank-run products like Bank of America s Merrill Guided Investing, and will charge an annual advisory fee of 0.35%, billed quarterly. Wealthfront and Betterment, the standalone robo-advisors that launched around a decade ago, both charge an an ....

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The best IRA accounts of January 2021 - Business Insider


The best IRA accounts of April 2021
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