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EXCLUSIVE: This FinTech Disruptor Is Giving Financial Advisors Their Own 'Iron Man Suit' — Here's HowWealth management is a $545 billion industry, yet much of it still operates with pen, paper and Excel spreadsheets. Seventy-five percent of advisors don't offer any digital communication beyond ...
Bestowed by Advisors Excel, the nation's preeminent Independent ... encompassing Somerset Securities, Inc., Somerset Wealth Management, LLC, and Somerset Wealth Strategies, LLC—stands apart ...
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