Mark Institutional News Today

Wealthtechs launch personalization tools for advisers Wealthtech powerhouses Riskalyze and AssetMark are leveraging integrations and the personalization trend to capture adviser attention. March 10, 2021 2 MINS Wealthtechs are rolling out tools designed for advisers to build customized tech stacks, with the ultimate goal of freeing up advisers’ time to focus on financial planning as the new business model for growth.  The registered investment adviser channel is ripe fo...