The latest in financial #AdviserTech — January 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
This month’s edition kicks off with the big news that storied Silicon Valley venture capital investor Sequoia Capital is investing $45 million in Vise, a new tech-enabled TAMP looking to capitalize on the emerging trend of direct and, more importantly, custom indexing, in which advisory firms use
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