The Onyx Advisor Network was founded by Berknell Financial Group Founder Dasarte Yarnway and Gen Next Wealth Founder and CEO Emlen Miles-Mattingly, who hope the platform will offer advisors community, compliance and custodial services.
Eric Birnbaum, founder and CEO of Dreamscape Companies, joins the podcast to talk about how his firm has approached making deals during the past two years.
Asset-Map's Adam Holt discusses how automation has entered the financial planning industry and the influence of technology for current and future financial advisors.
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