In an effort to capitalize on what some have dubbed “the Year of the Roth,” Huntington Bancshares’ wealth management arm is planning a direct-mailing campaign for a targeted group of customers.

The Columbus, Ohio, banking company plans to target about 4,000 customers of its Huntington Investment Co. that have Individual Retirement Account assets. Belinda Sherman, a senior vice president and national sales manager at Huntington Investment Co., said after the direct mailing, the unit’s 150 financial advisors will follow up with clients individually to discuss the benefits of converting.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access