Merrill Lynch has rolled out a new tech-based tool to help advisors develop a retirement vision for their clients.
Merrill Lynch Clear is a series of interactive tools that divides retirees' investment objectives into seven categories: health, family, finance, leisure, home, giving and work.
The technology purports to provide a deeper level of education and an efficient platform for prioritizing goals through a series of videos, guides, seminars and other content specific to the needs of retirees.
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Nick Thornton
Nick Thornton is a financial writer covering retirement and health care issues for BenefitsPRO and ALM Media. He greatly enjoys learning from the vast minds in the legal, academic, advisory and money management communities when covering the retirement space. He's also written on international marketing trends, financial institution risk management, defense and energy issues, the restaurant industry in New York City, surfing, cigars, rum, travel, and fishing. When not writing, he's pushing into some land or water.
