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Scenes From Day 3 of Wealth Management EDGE

Published: May 16, 2024

The second full day of Wealth Management EDGE got spicy, with a "Hot Ones"-inspired conversation between Michael Kitces and Jason Pereira.

Source: wealthmanagement.com

Related Topics:

Michael KitceMark HurleyMichael KitcesJason PereiraJoanne BradfordUs Army LieutenantWealth ManagementHot Ones InspiredLieutenant GeneralLaunchpad LabsInvent Village

WealthStack Roundup: FP Alpha Releases P&C Snapshot

Published: September 8, 2023

Also, GMO’s Nebo passes $1B in platform assets a year after launching.

Source: wealthmanagement.com

Related Topics:

New YorkUnited StatesFinology Software Website Now LivePublic Service Loan ForgivenessFinology SoftwareVan Otterloo CoEstate LabNew York City BasedEstate Planning ModuleIndustry AwardYear After LaunchingVan OtterlooLaunchpad LabsFocus Financial PartnersFinancial PartnersIntelligence PlatformCion Digital