How technology can convert do-it-yourselfers
Financial advisers continue to amaze me with their ability to harness technology to do business in new, creative ways
Financial advisers continue to amaze me with their ability to harness technology to do business in new, creative ways.
Take Michael Black, a solo practitioner in Scottsdale, Ariz., whose firm, Michael Phillips Black Wealth Management, manages $75 million in assets.
Mr. Black, whom
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