Here’s why technology is the new key to estate planning
Danny Lohrfink, chief product officer & co-founder of Wealth.com, sits down with InvestmentNews anchor Gregg Greenberg to highlight ways advisors can use AI and other forms of technology for estate planning.
Danny Lohrfink, chief product officer & co-founder of Wealth.com, sits down with InvestmentNews anchor Gregg Greenberg to highlight ways advisors can use AI and other forms of technology for estate planning.
