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Big idea: Marrying technology with the personalized advice of the advisor.
There are lots of investors who want the benefit of technology but also want a human touch. The firm caters to the middle space between robo advisory and the traditional advisory space.
I need the retirement plan and children education investment best scheme options and pure equity related long term investment.
Way to go! ( my thumbs up in earlier comment got converted to a question mark!)
Good idea and gist of the future. Digital workplace. Way to go??
