The latest in financial #AdvisorTech — August 2023
This month's highlights include Wealth.com’s launch of an AI-driven ‘legal assistant,’ the Kitces Research AdvisorTech study’s depiction of the industry’s integration challenges, and the crop of digitally native RIAs.
The August 2023 issue of the latest in financial #AdvisorTech kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven “legal assistant” that uses machine learning to help advisors quickly review and extract the key information from clients' estate planni
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