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Holistiplan Establishes First Endowed Scholarship for Texas A&M Financial

Holistiplan Establishes First Endowed Scholarship for Texas A&M Financial
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United statesKevin lozerLaura beaulieuTexasam university financial planning programFinancial planning programFinancial planning at texasam universityNews networkInformation softwareEstablishes first endowed scholarshipFinancial advisingNext generationFinancial advisorsRoger pineNathan harnessFinancial planningReport studies

Holistiplan Establishes First Endowed Scholarship for Texas A&M Financial Planning Program by a Technology Partner

Holistiplan Establishes First Endowed Scholarship for Texas A&M Financial Planning Program by a Technology Partner
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United statesLaura beaulieuKevin lozerTexasam university financial planning programFinancial planning programFinancial planning at texasam universityInformation softwareBreaking barriersFinancial advisingNext generationRoger pineNathan harnessFinancial planningReport studiesInside information softwareStax report

The latest in financial #AdvisorTech — October 2023

The October 2023 edition of the latest in financial #Advisortech kicks off with the news that Altruist is eliminating its monthly fee.

Jason wenkCraig iskowitzKevin lozerKitces advisortechEzra groupFinancial advisortech solutionsTd ameritradeCharles schwabKitces research on advisor technologySchwab advisor servicesLead edge capitalAdvisor brand builderFinancial advisortech solutions mapAdvisortech directoryBlack diamondApex clearing

Holistiplan Passes 20,000 Advisors Milestone

/PRNewswire/ Holistiplan, a tax planning technology solution for financial professionals, today announced that their advisor client base has surpassed.

United statesSan diegoKevin lozerPrnewswire holistiplanMichael kitcesKitces researchKitces advisortech researchXy planning networkInformation softwareRoger pineInside information software surveyResearch reportCo founder roger pineTech competitionChief financial planning nerd

Holistiplan Passes 20,000 Advisors Milestone

Holistiplan Passes 20,000 Advisors Milestone
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United statesSan diegoKevin lozerMichael kitcesPrnewswire holistiplanInformation softwareKitces advisortech researchKitces researchXy planning networkRoger pineInside information software surveyResearch reportCo founder roger pineTech competitionChief financial planning nerd