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Ola Abdul: Adviser success rests on deeper tech integration

The integration hurdles in UK adviser tech have been a frequent topic of conversation. However, the US faces similar challenges.

Huntington beachUnited statesUnited kingdomDan murrellIan mckennaFuture proof conferenceSouthern californiaInvestment new

The evolution of financial planning technology, with Doug Fritz of F2 Strategy

The evolution of financial planning technology, with Doug Fritz of F2 Strategy
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

United statesNew yorkLiz fritzJustin mackJustinl mackRube goldbergDoug fritzWells fargo wealth management groupCredit suisseFirst republic bankFinancial planning podcastFinancial planningFuture proof conferenceWells fargo wealth managementNick orchardHome depot

How financial advisors can create a more inclusive future

In a panel at the Future Proof Conference, Renée Baker, Kamila Elliott and Tyrone Ross explained how wealth management can disrupt its legacy of exclusion.

United statesHuntington beachTyrone rossRaymond jameRaymond jamesTobias salingerClient groupMerrill lynchOnyx advisor networkFuture proof conferencePrivate client groupChair kamila elliottFounder tyrone rossRitholtz wealth managementAdvisor circleAtlanta based collective wealth partners

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