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Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane
As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms who create tools for planners.
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By Financial Planning
3.9
1616 ratings
As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms who create tools for planners.
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