Thank you for sharing!

Your article was successfully shared with the contacts you provided.

Bank of America (BAC) said Tuesday that its latest Merrill Edge mass-affluent survey found that 63% of the mass affluent are seeking financial information and guidance from established sources, such as financial advisors, versus, 53% in January. About 37% of the mass affluent are turning to their brokerage firm versus 32% earlier this year.


Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.