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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

For advisors worried about reaching the next generation of investors, Quinn carried out its user validation testing in what has become the traditional, if labor-intensive, route for Silicon Valley-type direct-to-consumer startups: recruiting thousands of test users at college campuses and through social media. Let’s take just this week.

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Here are some examples of things Ethical Financial Advisors do

Sara Grillo

I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgement of morality, and it is my goal to overshadow any media voice that claims as such. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google and posted on social media. Jane Mepham.

Ethics 52
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Examples of great things ethical financial advisors really like to do!

Envision Wealth Planning

I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgment of morality, and it is my goal to overshadow any media voice that claims such. Note: Envision Wealth Planning and James Brewer are featured in #7!*. So here’s a blog post about all of that. Ethics matter in financial advice!

Ethics 52