Wednesday, September 02, 2009

 

MetLife Platform Extends Advice to the Mass Affluent

To improve retention and attract younger customers, MetLife Inc. has introduced an online platform to offer financial advice to investors who make a minimum investment of $10,000.

Rebecca Kovatch, a vice president in the New York company's broker/dealer group, said it formerly gave financial advice only to wealthy customers. But the company wanted a way to retain customers whose account balances dwindled during the recession, she said.

MetLife Platform Extends Advice to the Mass Affluent
Source: Financial-Planning.com

This page is powered by Blogger. Isn't yours?