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IN Inflation and debt leave four generations strained in retirement raceIN AI in asset management operations moves beyond fixing errors fasterIN Binance hack: $6.3 billion stolen in largest crypto heist in historyIN New platform aims to bridge health and financial planning for advisorsFP Wells Fargo raises hurdle for higher advisor payouts for first time in 5 yearsWM Schwab Survey: RIAs Are Shifting Growth Focus Beyond AUM to New Clients, ReferralsIN AI operating system race heats up as Nevis raises $70 millionFP When should RIAs hand clients to next-generation advisors?IN Taxes, alts, in the education spotlight at Schwab IMPACTIN Ameriprise’s Cracchiolo: There’s no retention program here

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New platform aims to bridge health and financial planning for advisors

InvestmentNews ·

Image: InvestmentNews

Two financial services veterans launch a longevity platform designed to give advisors a structured process when clients’ health changes.

Summary as published by InvestmentNews
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