Blue Barn Wealth and Paragon Private Wealth Partner with Savvy, Adding $550M in Combined AUM
AI SummaryAI-generated — verify against the source.Blue Barn Wealth and Paragon Private Wealth have partnered with Savvy Wealth, a tech-enabled RIA platform that leverages proprietary AI to automate advisor workflows and enhance client service. This move highlights a growing trend of independent advisors migrating to tech-forward platforms to scale operations and improve efficiency through AI integration.
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