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The tech wealth management and financial advisors need to grow in 2023

As wealth managers prepare to make it rain on wealthtech, here are the kinds of solutions that can take your practice to the next level, and how to choose them successfully.

United statesDoug fritzRicahrdn hartFinancial planning techFinancial planning tech surveySenior vice president ricahrdFinancial planningPractice and client managementWealth management

Tech Survey 2022: How advisors are investing for the future

Wealth managers know they need to be digital but aren’t confident about how to get there.

United statesCharles reilingDon patrickFinancial groupFinancial planning techFinancial planning tech surveyIntegrated financial groupLand bridgersIntegrated financialPlanning tech surveyPractice and client managementData and information managementWealth management

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