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3 Ways Advisors Can Better Approach Client Estate Planning

No financial plan is complete without considering estate planning, but approaching the subject can prove difficult if advisors are uninformed or lacking human touch. ....

United States , Mike Sha , Spectrem Group , Estate Planning ,

The Missing Piece In Wealthtech May Just Be Humans

Mike Sha is the Co-founder and CEO of SigFig. Wealthtech has woken up. Over the past three years, new investors flooded the market through robo-advisory… ....

Mike Sha , Reaking News ,