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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."

Julie littlechildCraig iskowitzKitces research on advisor technologyEzra groupMorgan stanleyConsumer financial protection bureauKitces advisortech researchFinancial advisortech solutionsPractice intelRelationship quality indexFinancial advisortech solutions mapAdvisortech directoryCustomer satisfaction scoreNet promotor scoreNexa insightsAbsolute engagement

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.

Jason wenkCraig iskowitzKevin lozerKitces advisortechEzra groupFinancial advisortech solutionsTd ameritradeCharles schwabKitces research on advisor technologySchwab advisor servicesLead edge capitalAdvisor brand builderFinancial advisortech solutions mapAdvisortech directoryBlack diamondApex clearing

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.

South australiaSchwab tdameritradeMonte carloAndrew altfestJason wenkEstate planning labAdvisor credit exchangeKitces research on advisor productivityInformation softwareEnvestnet credit exchangeKitces research on advisor technologyFinancial advisortech solutionsTd ameritradeEquity advisor solutionsShareholders service groupKitces research

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