The latest in financial #AdviserTech — May 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers during May 2021.
Source: investmentnews.com
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The latest in financial #AdviserTech — April 2021
The latest in financial #AdviserTech — April 2021 The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers! April 19, 2021 35 MINS This month’s edition kicks off with the big news that AssetMark has acquired UK financial planning software provider Voyant for $145 million, with plans to bring the planning software as a new competitor to the U.S. (in addition to likely integrating it deeply into AssetMark’s own technology stack)The deal highlights both the ongoing rise of financial planning, the dearth of ...
Source: investmentnews.com