But can it really teach the delivery of advice?
Niching advisors drive demand for specialized planning tools.
Relative newcomer emerges as a bona fide custodial competitor.
AI meeting notes becomes a race towards an 'Advisor Operating System'.
Provider has grown to encompass nearly the entire website-based marketing funnel.
Does unveiling suggest a fast-approaching commoditization?
But are client meetings really broken?
Offering shows that access, not just service, matters for UHNW clients.
This month’s highlights include Practice Intel’s new ‘growth platform,’ FinanceHQ’s new lead generation platform and RIA startup Farther’s latest funding round.
This month’s highlights include Altruist’s elimination of its monthly fee, Holistiplan’s investment from Lead Edge Capital, and FMG Suite’s acquisition of MyRepChat.
