Updated Wednesday, April 23, 2014 as of 10:42 AM ET
- Mass Affluent
Bank of America Sharpens Merrill Edge Program
by: Margarida Correia
Friday, February 15, 2013

Bank of America on Thursday rolled out an enhanced version of its Merrill Edge investment management program for mass-affluent investors with $50,000 to $250,000 in investable assets. The new “Merrill Edge Roadmap”—as the enhanced program is known—streamlines reporting for clients and provides them with more concrete action plans to help them achieve their financial goals, Don Vecchiarello, a spokesman for Merrill Edge, said in a telephone interview.

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