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Founders Arena To Begin Second WealthTech Accelerator Cohort

One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award.

Region flamandeNew south walesUnited statesSan franciscoLas vegasJoel bruckensteinPamela cytronTechnology awardTechnology tools for todayFounders forumFounders arena wealthtech acceleratorFounders arenaSora financeWealthtech combineTechnology tools

New Paper on Liability Management Shows Financial Advisors How to Optimize Client Wealth

/PRNewswire/ Sora Finance, an easy-to-use decision-support software that helps wealth managers and financial advisors visualize, analyze, and act to.

Twin peaksUnited statesDavid druckerJoel bruckensteinDori thomasRohit agarwalLas vegasTushar kumarJohn oconnellTechnology tools for todayCosmopolitan hotelImpact communications incOasis groupSora financeJohno connellTechnology tools

Nitrogen s Fearless Investing Summit Focused on Growth

Nitrogen’s annual Fearless Investing Conference was laser-focused on growth through adaptation, agility and optimism.

New yorkUnited statesStephanie boganAaron kleinJason lahitaMatt halloranJw marriott miami turnberryShannon spotswoodDonald millerTricia rothschildRay lewisEmily binderSusan thederMiami turnberryFearless investingFearless summit

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 australiaSchwab tdameritradeMonte carloAndrew altfestJason wenkEstate planning labAdvisor credit exchangeKitces research on advisor productivityInformation softwareEnvestnet credit exchangeKitces research on advisor technologyFinancial advisortech solutionsTd ameritradeEquity advisor solutionsShareholders service groupKitces research

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