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Raymond James offering advanced technology education for financial advisors

Plus, a new product launch for Riskalyze, growth in the robo-advisor market and an inclusive real estate investing platform.

United statesSankt peterburgRaymond jamesDavid lillisWealthtech weeklyWealth managementPractice and client management

Marstone Maps wants to encourage clients to dream big amid increasing market volatility

Plus, Flourish leadership changes and a new SMArtX Advisory Solutions partnership.

New yorkUnited statesMargaretj hartiganMerrill lynchNew york basedMarstone mapsWealthtech weekly

eMoney s Susan McKenna goes from interim to permanent CEO

Plus, Orion Partners with Apex and SigFig expands its executive leadership team

Susan mckennaMichael wilensTed obrienFidelity investmentsMoney advisorWealthtech weeklyWealth managementIndustry newsCareer advancement

10 fintechs selected to demo innovations at upcoming Future Proof Festival

10 fintechs selected to demo innovations at upcoming Future Proof Festival
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 statesHuntington beachBig boiMatt middletonMichael batnickIntellifo redblackRitholtz wealth managementProof fintechx demo dropFuture proof festivalFuture proofTwo sigmaVertical saasWealthtech weekly

Envestnet taps internal leader to head up new ESG office

Envestnet taps internal leader to head up new ESG office
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 statesStuart depinaGovernance officeRon ransomNationwide financialWealthtech weekly

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