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The latest in financial #AdviserTech — February 2022

February 18, 2022

The February edition kicks off with the big news that robo-adviser Wealthfront has been sold for $1.4 billion to UBS.

Source: investmentnews.com

January 4, 2022

Dasarte Yarnway may not be a household name, but he could be one soon. He’s at the front end of a movement in the financial advisor world.

Source: etftrends.com