Merrill Lynch Wealth Management has announced the launch of a technology-driven set of retirement tools to help advisors talk about goals-based financial planning with clients.
The technology used in the new Merrill Lynch "Clear” facilitates iPad-driven conversations with applications involving health, family, home, finances, work, leisure and giving, according to David Tyrie, head of retirement and personal wealth solutions for Bank of America Merrill Lynch. It includes seven iPad “discovery” apps that match clients' life priorities and teach them about topics such as Social Security and lifetime income. In addition, tools include an investment personality questionnaire, illustrations, written content, videos and interactive exercises.
