Estimated reading time: 0 minutes, 17 seconds

Advisor Launches Online Referral Service

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.

Read the full article from Forbes.

Read 6244 times
Rate this item
(0 votes)

Visit other PMG Sites: