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Patrick R. Sullivan, chief of staff and head of technology for Private Advisor Group, discusses the range of wealthtech ...

Julie Young is an experienced financial writer and editor. She specializes in financial analysis in capital planning and investment management. Gordon Scott has been an active investor and technical ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. David Kindness is a Certified Public Accountant (CPA) and an expert ...