Michael is an American financial planner, commentator, speaker, blogger, and educator. As well as contributing to financial industry publications, he publishes his own blog and newsletter for advisors, is a former editor at the Journal of Financial Planning, and the co-founder of the XY Planning Network. He Tweets at: @MichaelKitces
This month’s #AdviserTech roundup includes FeeX’s rebranding and funding round, Datalign’s launch of a lead generation service and Fidelity’s new compliance solution, Saifr.
The major trends underway in the financial adviser ecosystem, and what those trends portend for the year to come.
The first installment of a two-part series looking at the major trends in the financial adviser ecosystem that shaped big AdviserTech events in 2021, and what those trends portend for the year to come.
This month’s #AdviserTech roundup includes Schwab’s announcement of a direct indexing initiative, Fidelity’s launch of real-time fractional share trading, and Addepar’s acquisition of AdvisorPeak.
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers.
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
