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The latest in financial #AdviserTech — March 2022

The March 2022 roundup of the latest in financial #AdviserTech includes FeeX’s rebranding and Datalign’s launch of a lead generation service.

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The latest in financial #AdviserTech — February 2022

The February edition kicks off with the big news that robo-adviser Wealthfront has been sold for $1.4 billion to UBS.

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The latest in financial #AdviserTech — January 2022

Michael Kitces' January 2022 column on the latest in financial #AdviserTech looks at four major trends shaping AdviserTech.

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The latest in financial #AdviserTech — December 2021

The December edition kicks off with the big news that Halo Investing has raised a $100 million Series C round to fuel ongoing growth.

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The latest in financial #AdviserTech — November 2021

The November edition kicks off with news that Schwab's working on a direct indexing solution that it would offer retail investors and RIAs.

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