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Savvy Wealth Enhances Advisor Platform with New Proprietary Investment Management Program

Savvy Wealth Enhances Advisor Platform with New Proprietary Investment Management Program
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Nathan wallaceRitik malhotraInvestment management programAdvisors incInvestment committeeWealth enhances advisor platformNew proprietary investment managementSavvy advisorsSavvy wealth investment managementSavvy wealthSavvy direct indexingWealth investment managementSavvy advisors investment management

Maya Joelson Joins Savvy Advisors as Founding Principal Wealth Manager and Global Investment Strategist

Maya Joelson Joins Savvy Advisors as Founding Principal Wealth Manager and Global Investment Strategist
tmcnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from tmcnet.com Daily Mail and Mail on Sunday newspapers.

City ofUnited kingdomMaya joelsonVint cerfMerrill lynchMarisa maya joelsonErich yostFrank remundRitik malhotraHarvard kennedy schoolDavos congress centreMaster of public administrationWealth incDefense advanced research projects agencyNorthwestern universityInternational economic development

Savvy launches fully integrated AI platform for advisors

Savvy launches an AI that platform automates processes such as new account onboarding and personalized financial planning.

Ritik malhotraSavvy advisorsSavvy direct indexing

Investment Product & Service Launches

Nestimate announces in-plan retirement income analytics tool for advisers; Savvy Wealth launches direct indexing investment product; Broadridge, Paychex partner on small 401(k) retirement plan solution; and more.

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