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Author: John Prendergast

  1. Blueleaf CEO in Advisor Perspectives – Can technology Make Advisors Happy?

    Blueleaf CEO in Advisor Perspectives – Can technology Make Advisors Happy?

    • Newsroom
    • Views

    1 min Read

  2. How Broker-Dealers Can Create The Best Wealth Management Experience For Financial Advisors

    How Broker-Dealers Can Create The Best Wealth Management Experience For Financial Advisors

    • Podcast

    2 min Read

  3. Blueleaf Expands Executive Ranks with Appointment of EVP of Business Development

    Blueleaf Expands Executive Ranks with Appointment of EVP of Business Development

    • News
    • Newsroom

    1 min Read

  4. How Financial Advisors Are Leveraging Outsourcing And What The SEC Has To Say About It

    How Financial Advisors Are Leveraging Outsourcing And What The SEC Has To Say...

    • Podcast

    2 min Read

  5. Avoiding Compliance Headaches The New SEC Rule Changes Will Create For Financial Advisors

    Avoiding Compliance Headaches The New SEC Rule Changes Will Create For Financial Advisors

    • Podcast

    1 min Read

  6. Carl Richards Lessons From Deep Thinking About Financial Planning, Wealth Management and Working With Clients

    Carl Richards Lessons From Deep Thinking About Financial Planning, Wealth Management and Working...

    • Podcast

    2 min Read

  7. Behind The Creation Of A Digital Investing Platform For RIAs

    Behind The Creation Of A Digital Investing Platform For RIAs

    • Podcast

    1 min Read

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