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."
Source: investmentnews.com
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Are advisors getting the short end of profit pie?
The news that the CEO of Avantax could walk away with a golden parachute worth $21.6 million could well leave the firm's advisors aggrieved.
Source: investmentnews.com
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