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The latest in financial #AdviserTech — October 2021
The October edition kicks off with news that Franklin Templeton is acquiring O'Shaughnessy Asset Management and its direct indexing platform. ....
Dan Ariely
,
Michael Jordan
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Richard Thaler
,
Docupace Precise
,
Schwab Etfs
,
Steve Lockshin
,
Insurance Solutions
,
Financial Services Network
,
Franklin Templeton
,
Financial Advisertech Solutions
,
Schwab Advisor Services
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Envestnet Annuity Exchange
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Advicepay Engagements For Enterprises
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Thrivent Advisor Network
,
Engagements For Enterprises
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Vanguard Personal Advisor Services
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O Shaughnessy Asset Management
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Moorgate Benchmarks
,
Financial Advisertech Solutions Map
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Ethic Investing
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O Shaughnessy Asset
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Ritholtz Wealth Management
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Ribbit Capital
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First Ascent
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Fast Forward
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Goldman Sachs
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