Merrill Lynch's goals-based approach to wealth management is now the norm for the firm's 14,000 advisors and their clients. Michael Liersch, Merrill's director of behavioral finance, explains how the effort is coming along, the challenges advisors have faced adopting the approach and what's next. Liersch also discusses how clients have embraced values-based investing.
How's the roll out of goals-based wealth management going?
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