Business Influencing the Mass Affluent

1.2The Mass Affluent are a significantfinancial sector opportunity1. Forrester Research$100K-$1MIn investible assets40MIndividuals in the U.S.13 distinct life stages• Accumulating…

Documents Social media in the financial services industry

A CONVERSATION WITH SOCIAL MEDIA LEADERS MODERATOR Steve Samuels Bank of America Merrill Lynch SIFMA Private Client Services Committee PANELISTSPANELISTS Jana Friedman Twitter…