TITLE

Affluent Americans need more retirement advice

AUTHOR(S)
Glover, Hannah
PUB. DATE
September 2006
SOURCE
Employee Benefit News;Sep2006, Vol. 20 Issue 12, p74
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article highlights the decision of banks and fund companies to cater to the retirement of affluent U.S. people. Premier Banking Investments division that pairs customers with a two-man team consisting of a client manager from its banking division and a financial adviser was launched by Bank of America. Troy Daum, a certified financial planner with Wealth Analytics, has decided to partner with employers that offer 401k plans and offer investment advice to participants.
ACCESSION #
22352293

 

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