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How Three FinTech Startups Are Disrupting Retirement Planning, Blending Human And Tech
These FinTechs offer easy onboarding processes, low minimum investment requirements, lower fees, and user-friendly interfaces.
Billionaire loses another $500M over sex talk at conference
Ken Fisher just lost another big client due to his controversial comments likening money management to approaching a woman in a bar to have sex.
6 ways to use a trust in estate planning
The increased focus on trusts by the SA Revenue Service raises the question of whether trusts should still be used in estate planning or not.
The miseducation of the millennial financial advisor
Sometimes, no matter how good you are at advising, you won’t excel unless you can sell and bring in clients.