Author: Michael Kitces
Source
Welcome to the August 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, underlying trends, and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that estate planning platform Wealth.com has launched Ester, anRead More…
The post The Latest In Financial #AdvisorTech (August 2023) first appeared on Kitces.com.