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Updated September 16, 2024, at 9:43 AM The Great Wealth Transfer is underway. This means opportunity for financial professionals…or missed opportunity for those who aren’t proactive now. By 2045, an estimated $84 …
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Business DevelopmentProduct R + D
5 Reasons to Use a Wealth Management Fintech Platform
by Mark Stewartby Mark StewartUpdated September 8, 2023, at 9:40 AM Many digital wealth management platforms exist for financial professionals in today’s fintech landscape. The problem is, most options only aim to solve a single problem, …