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WealthFeed expands 401(k) plan prospecting

WealthFeed, a leading AI-powered end-to-end growth engine for financial advisors, today announced the addition of Form 5500 data to its platform, giving advisors another source of organic growth in the retirement plan market.

We haven't written up this one. Finextra has the full story — the link below goes straight to it.

Read the original at finextra.com →

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