Tag: Advicent

How NaviPlan is helping advisors improve financial planning

Too many people still do not have a financial plan in place and are unaware of how vital it is for themselves and their families, according to Angela Pecoraro, CEO of financial software developer Advicent.

FinTech Global reveals the names of the 100 most innovative WealthTech...

For the second year running, FinTech Global has gathered a panel of wealth management industry experts to find the 100 most pioneering WealthTech companies in the world.

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