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    Automation of Financial Planning?

    There has been quite a bit of discussion about the emergence of automated financial planning and wealth management platforms (aka robo-visors). These includes platforms like Betterment, Wealthfront among several others.

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    Topics: automation, financial advisors, financial planning, fintech, robo-advisor, Technology

    [RoundTable] Niche Marketing & Lead Generation With Kristin Harad

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    Topics: financial marketing, financial planning, thought leader, Webinar, niche marketing, round table