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Financial advisors joined the industry to help people. It’s time for technology to catch up in delivering a memorable, measurable, and repeatable client experience.
The artificial intelligence-powered platform for financial advisors this week rolled out new tech enhancements to its tax management and cash management features.
Tyrone Ross Jr. unveiled his new wealthtech venture, Turnqey Labs, an API suite for cryptocurrency asset data, and 401 Financial, an RIA that will serve as an incubator for the startup, according to published reports.
AssetMark is acquiring the platform from Vestmark, bringing its unified managed account and model marketplace capabilities to the publicly traded TAMP.
New Sanctuary platform offers curated selection of investment strategies, chosen and vetted by Sanctuary's alternatives team and powered by +SUBSCRIBE technology.
The founder of Snappy Kraken discusses how technology has changed everything about how prospective clients see advisors, even if they don’t use any digital marketing platforms themselves.