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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