DR 127: iQuantifi–Interview with its Founder Tom White - a podcast by Rob Berger

Robo-advisors are all the rage today. These online tools help automate investing, from picking an asset allocation plan to buying the mutual funds or ETFs to rebalancing. What they don’t do, however, is help us with broader financial planning tasks. Enter iQuantifi. Founded by Tom White, a former financial planner and investment advisor, iQuantifi is […]

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