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The founder and CEO of Altruist explains why the current state of advisory technology needed a kick to bring it closer to what advisors, and clients, expect.
The founder of Digital Assets Council of Financial Professionals offered tips on how to talk crypto with clients during this week’s Wealth Management EDGE conference.
Contrary to what many fintech companies will say, you can’t scale advice and planning with technology. But advisors can make the process more efficient, argues Michael Kitces.