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Empowering Your Financial Advisors With Salesforce

Perficient

Tax season was approaching, and Jane, a Financial Advisor employed by Faux Advisors Group, wanted to target clients and prospects that would benefit from using tax-aware asset allocation (moving high-yield assets to a tax-deferred or exempt account to help decrease taxable income).

Taxes 294
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The 25 Most Absurd Job Titles In Tech

CB Insights

As of this publication, LinkedIn showed active listings for a UX design alchemist at Critical TechWorks and a product and solutions development alchemist at Together Abroad. Tax Wrangler. Brand Warrior. was hiring almost 700 brand warriors to work in its call center. This is not the only alchemist position out there.

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SuperMoney Brings a Kayak-Like UX to the Online Borrowing Process

Fintech Labs Insights

” SuperMoney also hosts a wealth of personal financial information on topics ranging from auto insurance and business credit cards to tax planning and wealth management. To build the brand consumers think of first whenever they need a financial service. Magazine’s 2015 ranking. Lulic: Our goal is simple.

UX 22