How automation can bridge the advice tech gapBY NATHAN JACOBSEN | THURSDAY, 26 MAR 2026 12:58PM A streamlined and integrated advice process that creates efficiencies for advisers and delivers a seamless client experience, is a highly compelling proposition for the industry. Upgrade your subscription to access this article
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Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
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