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Robo-advisor
Software classWikipedia
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Search complete. 2 mentions across 2 episodes found for "Robo-advisor".
Oct 27, 2026
198 Blog Posts To Learn About Healthtech
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33:35Artificial IntelligenceNARRATOR
132.
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33:36Artificial IntelligenceNARRATOR
What is W-E-A-L-T-H-T-E-C-H? Robo Advice, KYC Onboarding, and Much More Wealth Tech is the next evolutionary step in wealth management.
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33:46Artificial IntelligenceNARRATOR
The phenomenon brings technology to fintech, particularly wealth management.
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33:51Artificial IntelligenceNARRATOR
133.
475: Wealth Beyond the Numbers & The Mitzvah of Interest-Free Lending with Edward Karan, CFP, CPA Founder of Aspire Wealth Advisory Group
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22:43Yael TruschHOST
It would make a really big difference.
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22:45Yael TruschHOST
Now, going back to the RoboAdvisor, I love that you mentioned that.
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22:50Yael TruschHOST
I happen to be a big fan because I feel like it cuts through the inertia.
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22:55Yael TruschHOST
You know, we use that word friction before.