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The latest in financial #AdvisorTech — May 2023

The latest in financial #AdvisorTech for May 2023 starts with the news that Betterment entered into a $9 million settlement with the SEC.

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Ezra Group Announces WealthTech Integration Score

/PRNewswire/ Ezra Group, LLC (Ezra Group), a boutique strategy consulting and research firm that provides technology and strategy advice to the wealth.

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The latest in financial #AdviserTech — January 2022 — Part 2

The January #AdviserTech column looks at the four major trends in the financial adviser ecosystem and what they portend for the year to come.

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The latest in financial #AdviserTech — January 2022

Michael Kitces' January 2022 column on the latest in financial #AdviserTech looks at four major trends shaping AdviserTech.

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The latest in financial #AdviserTech — September 2021

The latest in financial #AdviserTech — September 2021
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