The latest in financial #AdvisorTech — November 2023
The November 2023 edition of the latest in #AdvisorTech kicks off with the news that Practice Intel has launched a new "growth platform."
Source: investmentnews.com
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The latest in financial #AdvisorTech — October 2023
The October 2023 edition of the latest in financial #Advisortech kicks off with the news that Altruist is eliminating its monthly fee.
Source: investmentnews.com
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
The latest in financial #AdvisorTech — July 2023
The July 2023 issue of the latest in financial #AdvisorTech kicks off with Pershing's launch of its 'Wove' advisor tech platform.
Source: investmentnews.com
The latest in financial #AdvisorTech — June 2023
The June 2023 issue of the latest in financial #AdvisorTech includes Riskalyze's rebranding and InvestCloud's executive exodus.
Source: investmentnews.com