The latest in financial #AdvisorTech — May 2023
The latest in financial #AdvisorTech for May 2023 starts with the news that Betterment entered into a $9 million settlement with the SEC.
Source: investmentnews.com
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Ezra Group Announces WealthTech Integration Score
/PRNewswire/ -- Ezra Group, LLC (Ezra Group), a boutique strategy consulting and research firm that provides technology and strategy advice to the wealth...
Craig Iskowitz Dori Thomas Ezra Group Ezra Group Wealthtech Integration Score Impact Communications Inc New Industry Metric
Source: prnewswire.com
The latest in financial #AdviserTech — January 2022 — Part 2
The January #AdviserTech column looks at the four major trends in the financial adviser ecosystem and what they portend for the year to come.
Source: investmentnews.com
The latest in financial #AdviserTech — January 2022
Michael Kitces' January 2022 column on the latest in financial #AdviserTech looks at four major trends shaping AdviserTech.
United States United Kingdom United Kingdom General Advice Systems Inc Td Ameritrade True North Networks
Source: investmentnews.com