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Advisors face Netflix-like usage fees for cloud-based services

Advisors face Netflix-like usage fees for cloud-based services
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.

Cherry hillNew jerseyUnited statesSan franciscoJohn oconnellGoogle axionCraig iskowitzAdrian johnstoneMichelle feinsteinOasis groupEzra groupService cloudJohno connellMonroe townshipSales cloud

AI tech is expensive but is it worth it? Advisors ask

AI tech is expensive but is it worth it? Advisors ask
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 statesSan franciscoDanny lohrfinkMichelle feinsteinGary genslerJames bogartExchange commissionBogart wealthBack diamond wealth platform

The Evolution of the CTO: Think Tank Insights Reshaping the Buy-Side

Tuesday, January 16, 2024 | 2:00 PM ET

John oconnellMichelle feinsteinShannon rosicOasis groupWealthstack content solutionsGm vp global financial services solutions strategyWealthstack contentChief executive

Build a Growth Stack, Not (just) a Tech Stack

Thursday, November 09, 2023 | 2:00 PM ET

Shannon rosicMichelle feinsteinKristin letourneauWealthstack content solutionsGm vp global financial services solutions strategyWealthstack content

Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers

/PRNewswire/ Broadridge Financial Solutions Inc. (NYSE: BR) announces a collaboration with Salesforce (NYSE: CRM) to help wealth management firms scale.

Broadridge advisorstreamMatthew luongoMichelle feinsteinMike alexanderSalesforce appexchangeBroadridge financial solutionsBroadridge financial solutions incFinancial services cloudSalesforce incMulesoft anypoint exchangeSalesforce financial services cloudFinancial solutionsWealth managementSoft anypoint exchangeServices cloudAsset management

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