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Advisor Launches Online Referral Service
- Saturday, Jan 19 2019
- Technology & Communications
- Written by PFA News
Pam Krueger, host of the television investor education show Money Track, has launched Wealthramp, which uses an algorithm to help individuals find financial advisors. So reports Forbes.
Investors answer questions online and then an algorithm recommends advisors from a universe of planners that Krueger has screened, in part by reviewing ADV forms.