The battle to win more retirement clients is heating up, as Merrill Lynch rolls out Merrill Lynch Clear, a new approach that integrates sleek technology with a big picture focus on clients' lives.

The Merrill Lynch Clear program begins with an iPad app that advisors use with clients to start conversations about what's important to them, and then to adjust their financial plan to meet those goals.

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