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Author: John Prendergast

  1. Top Trends in Wealth Management in 2021

    Top Trends in Wealth Management in 2021

    • by Advisors
    • Marketing & Growth
    • Technology

    5 min Read

  2. Blueleaf Has Launched Its Mobile App…Upgrade to Beautiful

    Blueleaf Has Launched Its Mobile App…Upgrade to Beautiful

    • Mobile
    • Product

    8 min Read

  3. Financial Advisor versus Robo Advisors: What Are Your Clients Looking For?

    Financial Advisor versus Robo Advisors: What Are Your Clients Looking For?

    • Communicating with Clients
    • Technology

    5 min Read

  4. How Fintech Can Help Drive Down Compliance Costs in Wealth Management

    How Fintech Can Help Drive Down Compliance Costs in Wealth Management

    • Communicating with Clients
    • Technology

    5 min Read

  5. How Blueleaf Supports Your Firm’s Evolving Value Proposition

    How Blueleaf Supports Your Firm’s Evolving Value Proposition

    • Communicating with Clients
    • Marketing & Growth
    • Product
    • Uncategorized

    5 min Read

  6. How Fintech is Disrupting Wealth Management

    How Fintech is Disrupting Wealth Management

    • by Advisors
    • Technology

    5 min Read

  7. Think Your Firm’s Growth is Tied to Price? Think Again.

    Think Your Firm’s Growth is Tied to Price? Think Again.

    • Communicating with Clients
    • Marketing & Growth

    6 min Read

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