Poll: Are Advisors Being Pressed to Peddle Bank Products?

The Cross-Sell Connection

Bank of America, Wells Fargo and other financial giants have heralded the cross-selling efforts within their organizations, including their brokerage units. But to what extent do brokers at Merrill Lynch, Wells Fargo Advisors and elsewhere want to sell banking products?

Want to elaborate? Contact Senior Editor Jerry Gleeson at [email protected] or call 212-204-4261. All input is confidential.


Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish