"That ongoing search for the right solutions brought us to FinTech companies where we have found superior retirement plan services and tools with lower costs for our clients." - Gary LoDuca, Thoughtful Advisors
"We must accept that technology now drives change faster than ever before, that the consumer has a stronger voice and demographics will force us to adjust." Dan Sondhelm, Sondhelm Partners
" Identifying each person's financial personality regarding how that drives decision making, will reduce costly complaints." Leon Morales, DNA Behavior International
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