The latest in financial #AdvisorTech — August 2023
The August 2023 issue of the latest in #AdvisorTech kicks off with the news that Wealth.com has launched an AI-driven 'legal assistant.'
Source: investmentnews.com
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Capital Group Launches PracticeLab™, a New Digital Destination to Support Growth of Financial Advisory Practices
Capital Group Launches PracticeLab™, a New Digital Destination to Support Growth of Financial Advisory Practices PracticeLab leverages findings from a new Capital Group study indicating a 3% increase in AUM for every 1% of time shifted from low- to high-impact activities News provided by Share this article LOS ANGELES, March 16, 2021 /PRNewswire/ -- What does a successful advisory practice look like today? PracticeLab, Capital Group's new digital destination for financial professionals, with insights and actionable ideas to help build advisory businesses and serve clients, will help answe...
Source: prnewswire.com