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The latest in financial #AdvisorTech — November 2023

The November 2023 edition of the latest in #AdvisorTech kicks off with the news that Practice Intel has launched a new "growth platform."

Julie littlechildCraig iskowitzKitces research on advisor technologyEzra groupMorgan stanleyConsumer financial protection bureauKitces advisortech researchFinancial advisortech solutionsPractice intelRelationship quality indexFinancial advisortech solutions mapAdvisortech directoryCustomer satisfaction scoreNet promotor scoreNexa insightsAbsolute engagement

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
tmcnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from tmcnet.com Daily Mail and Mail on Sunday newspapers.

United statesSan diegoKevin lozerMichael kitcesPrnewswire holistiplanInformation softwareKitces advisortech researchKitces researchXy planning networkRoger pineInside information software surveyResearch reportCo founder roger pineTech competitionChief financial planning nerd

The latest in financial #AdvisorTech — June 2023

The June 2023 issue of the latest in financial #AdvisorTech includes Riskalyze's rebranding and InvestCloud's executive exodus.

Aaron kleinMonte carloFiona francisCraig iskowitzDerek tharpJohn wiseMichael smithYaela shambergRyanw nealHealth and longevity optimizerFinancial advisortech solutionsLike income labInformation technologyKitces advisortech researchWhile as kitces researchKitces research on advisortech

The latest in financial #AdvisorTech — May 2023

The latest in financial #AdvisorTech for May 2023 starts with the news that Betterment entered into a $9 million settlement with the SEC.

Scott mackillopWilliam reichensteinMatt reinerBill meyerMonte carloSecurity solutionsKitces research on advisortechFranklin templetonFinancial advisortech solutionsTd ameritradeNorthwestern mutualKitces advisortech researchCharles schwabShareholders service groupFirst ascent asset managementFirst ascent

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