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The Secret Threat to the Advisor Referral Since the introduction of the “Robo-advisor” years ago,
Yourefolio™, the leader in estate and legacy planning software, has partnered with Brentmark, Inc.
It is no secret by now that the Secure Act, “Setting Every Community Up for Retirement Enhancement
Estate Planners Can Help Reduce Stressors During the Pandemic by Austin Gilner, Marketing Intern
Yourefolio, the leader in estate and legacy planning software, is releasing its highly anticipated