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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 littlechild
Craig iskowitz
Kitces research on advisor technology
Ezra group
Morgan stanley
Consumer financial protection bureau
Kitces advisortech research
Financial advisortech solutions
Practice intel
Relationship quality index
Financial advisortech solutions map
Advisortech directory
Customer satisfaction score
Net promotor score
Nexa insights
Absolute engagement
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 wenk
Craig iskowitz
Kevin lozer
Kitces advisortech
Ezra group
Financial advisortech solutions
Td ameritrade
Charles schwab
Kitces research on advisor technology
Schwab advisor services
Lead edge capital
Advisor brand builder
Financial advisortech solutions map
Advisortech directory
Black diamond
Apex clearing
The latest in financial #AdvisorTech — April 2023
The April edition of the latest in financial #AdvisorTech kicks off with the news that RIA custodial platform Altruist has purchased SSG.
South australia
Schwab tdameritrade
Monte carlo
Andrew altfest
Jason wenk
Estate planning lab
Advisor credit exchange
Kitces research on advisor productivity
Information software
Envestnet credit exchange
Kitces research on advisor technology
Financial advisortech solutions
Td ameritrade
Equity advisor solutions
Shareholders service group
Kitces research
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