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Prumentum Group Launches BrightPlan Hybrid Advisory Service
Prumentum Group, which owns financial advisory firm Plancorp, has launched BrightPlan, the first hybrid robo advisor to be certified by the Center for Fiduciary Excellence. So reports Markets Insider.
Investors can get portfolio recommendations without using the platform for managing their assets or they can have BrightPlan run portfolios and also tap advice from Plancorp.
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