Advisers Should Develop Personal Relationships With Clients

 An adviser in Massachusetts responds to Corrie Driebusch’s column “BROKER’S WORLD: BofA Making Big Push to Build Up Merrill Edge”: After 40 years in the brokerage industry, I still serve Mr. & Mrs. America by opening accounts for people with less than $250,000, even as low as $5,000, and I constantly call them with updates, [...]