The latest in financial #AdviserTech — October 2020
We look at the big news, announcements and underlying trends and developments that are emerging in the world of technology solutions for financial advisers!
This month’s edition continues with new co-author (and AdviserTech guru) Craig Iskowitz, along with guest contributor Kyle Van Pelt. It kicks off with the launch of eMoney Advisor’s next-generation planning tool Project Avocado, which as it turns out has been pivoted into an app now dubbed Incen
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