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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."
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Craig-iskowitz
Kitces-research-on-advisor-technology
Ezra-group
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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 — April 2023
The April edition of the latest in financial #AdvisorTech kicks off with the news that RIA custodial platform Altruist has purchased SSG.
Australia
Blackrock
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Kitces-research-on-advisor-productivity
Information-software
NEXA Insights Releases Case Study with Mariner Wealth Advisors
/PRNewswire/ NEXA Insights, a client feedback and surveying software for financial advisory firms, recently released a case study explaining how their.
Lenexa
Kansas
United-states
Christa-spencer
Chris-manker
Impact-communications-inc
Senior-vice-president
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Mariner-wealth-advisors
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