T3: Rapid Uptick in Tax and Estate Planning Software By Advisors
Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week
Source: wealthmanagement.com
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WealthStack Roundup: Farther Reaches $1.6B In AUM
Also, Income Lab selects BridgeFT's WealthTech API and more.
Source: wealthmanagement.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
The latest in financial #AdvisorTech — May 2023
The latest in financial #AdvisorTech for May 2023 starts with the news that Betterment entered into a $9 million settlement with the SEC.
Source: investmentnews.com
Income Lab Debuts Retirement Stress Test Tool
The tool includes the option to run plans through real-life historical scenarios.
Source: wealthmanagement.com