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The latest in financial #AdviserTech — November 2021

The November edition kicks off with news that Schwab's working on a direct indexing solution that it would offer retail investors and RIAs.

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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.

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The latest in financial #AdviserTech — August 2021

The latest in financial #AdviserTech — August 2021
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

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The latest in financial #AdviserTech — July 2021

The latest in financial #AdviserTech — July 2021
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

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