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Merrill Lynch launches financial adviser marketing program

Published on .

New York--Merrill Lynch & Co. has unveiled a new marketing program designed to funnel business to its financial adviser base. The program, called Unlimited Advantage, is intended to drive high-net-worth investors, those with $1 million to $10 million in assets, toward advisers. Unlimited Advantage combines an online trading package with service from a financial adviser through an annual fee scale.
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