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Advisors need better ways to optimize retirement income if they hope to hold on to a grayer client base. Our tech columnist looks at two innovators that have taken up the challenge.
Independent advisors are gaining ground on their bank-based peers when it comes to loans and cash management tools, improving the client relationship—and keeping those assets closer to home.
In addition to being an investor, Pottruck is executive co-chairman of startup Magnifi's board; he and CEO Hurwitz talk about where the industry has come from and where it could go.