Should independent financial advisors help clients invest directly in real estate? RealCrowd's REAllocate is on the cusp of launching an advisor-centric platform to help them do just that.
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Targeted Digital Ads Can Work for Consumer Brands. Can They Work for Advisors? - Dynasty Financial has unveiled a program to help its RIAs use cutting-edge digital marketing, pinpointing prospects where they live, both online and in real time.
