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
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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 #AdviserTech — February 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