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The latest in financial #AdviserTech — October 2021
The October edition kicks off with news that Franklin Templeton is acquiring O'Shaughnessy Asset Management and its direct indexing platform.
Dan ariely
Michael jordan
Richard thaler
Docupace precise
Schwab etfs
Steve lockshin
Insurance solutions
Financial services network
Franklin templeton
Financial advisertech solutions
Schwab advisor services
Envestnet annuity exchange
Advicepay engagements for enterprises
Thrivent advisor network
Engagements for enterprises
Vanguard personal advisor services
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