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Hybrid advice creates opportunities, but also client retention problems

Wealth management firms need to develop a ‘progression pathway’ from digital to human advice

United statesKevin spraggsRoger portnoyObjectway ltdLog increate freeGlobe advisorInvestor economicsNorth americaRobo advisor

Italian financial software firm buys Nest Wealth

Objectway sees the Toronto-based fintech firm as an "ideal fit" as it looks to expand

Randy cassRoger portnoyNational bankNest wealthNest wealth proMiddle east

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