Meet Katana.
A common refrain about digital advice technology is that while it may be good for small accounts and new investors, it is unable to handle the needs of a high net worth investor. Hedgeable is trying to change that with Tax Samurai...
It’s a day your client hoped would never come. His spouse has died. His world is turned upside down, leaving him vulnerable and bereft. And as he’s dealing with his grief and loss, he will be required to make critical legal and...
