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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
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
Google
Ezra-group
Financial-advisortech-solutions
Td-ameritrade
Charles-schwab
Garmin
Kitces-research-on-advisor-technology
The latest in financial #AdvisorTech — September 2023
The latest in financial #AdvisorTech — September 2023
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Unest-finpro
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Joe-duran
Tyrone-ross
Envestnet-tamarac
William-galvin
Dave-ramsey-smartvestor
Craig-iskowitz
Goldman-sachs
The latest in financial #AdvisorTech — August 2023
The August 2023 issue of the latest in #AdvisorTech kicks off with the news that Wealth.com has launched an AI-driven 'legal assistant.'
Craig-iskowitz
Elon-musk
Kitces-advisortech
Marc-butler
Google
Kitces-research-on-advisor-productivity
Linkedin
Friendster
Twitter
Ezra-group
Facebook
The latest in financial #AdvisorTech — July 2023
The July 2023 issue of the latest in financial #AdvisorTech kicks off with Pershing's launch of its 'Wove' advisor tech platform.
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Bryan-hamilton
Steve-lockshin
Barry-ritholtz
Envestnet-tamarac
Craig-iskowitz
Uncle-sam
Josh-brown
Financial-advisortech-solutions
Kitces-research
Ezra-group
Blackrock
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