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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." ....

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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. ....

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The latest in financial #AdvisorTech — April 2023

The April edition of the latest in financial #AdvisorTech kicks off with the news that RIA custodial platform Altruist has purchased SSG. ....

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