Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care

Tessa's background in Financial Services How Moneyinfo was created and what problem is solves How Moneyinfo see the way the market is evolving How to use aggregation tools as part of the financial planning process What is next for money info

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This episode is 46 minutes long.

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This episode was published on April 28, 2020.

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