Branding Lending Taxes UX 
Perficient
DECEMBER 1, 2022
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).
Fintech Labs Insights
MAY 30, 2017
” 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. Lending aggregators popped up to solve this problem by ‘matching’ borrowers with lenders. Magazine’s 2015 ranking. Lulic: Our goal is simple.
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