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Bernice Napach on Muck Rack

Bernice Napach

South Orange
As seen in: Buy Side WSJ, The Wall Street Journal, Yahoo Finance, Yahoo, The Street, Daily Business Review, Law.com, ThinkAdvisor, BenefitsPRO Magazine, Property & Casualty 360 Perspectives Podcast and
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Bernice Napach’s Biography

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Bernice Napach is a senior writer at ThinkAdvisor and has covered personal finance and the stock, bond, commodities and foreign-exchange markets in print, online and TV.

Bernice was recently a Writer/Producer for Yahoo Finance producing video segments, and writing news blogs to accompany interviews of thought leaders like economist Thomas Piketty, former Vice President Al Gore, LinkedIn Executive Chairman Reid Hoffman and Nobel prize-winning economist Paul Krugman. Before Yahoo she was a segmen…

Articles

Beyond the notetaker: Where financial advisors should take AI next

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By Suleman Din, Bernice Napach
Beyond the notetaker: Where financial advisors should take AI next 13:31 Summary AI in wealth management is evolving beyond automated notetaking into integrated platform "systems of action" and multi-agent workflows. By unifying structured portfolio metrics with qualitative CRM data, AI helps financial advisors automate pre-meeting preparation, personalize communications, streamline research and trigger follow-up tasks directly within custodians and core systems.
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How to Find a Financial Advisor

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By Bernice Napach
| Buy Side WSJ Verified
Unless you’re a financial whiz with time to spend managing your money and assets, you might want some guidance on saving for a down payment or investing for your kid’s college education or your own retirement. That’s where a financial advisor can help. Finding the right advisor to fit your needs, however, is not so easy. There are about 200,000 to choose from.
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LETTER: Vote No on South Orange Water Privatization Plan

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By Bernice Napach
| The Village Green Verified
A referendum is on the November 5 ballot in South Orange, asking residents to vote “yes” or “no” to allow South Orange Village to negotiate the sale of its water utility to New Jersey American Water. Read more here. Dear Neighbors, If you haven’t yet voted on the referendum to privatize South Orange’s water system, which is on this year’s election ballot, I recommend you consider voting No for a number of reasons: The vote allows the Council to negotiate the sale with NJAW.
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