In this special episode of the IN Pod, straight from the conference floor of T3, InvestmentNews Rose Palazzo, group president of financial planning at Envestnet, joins technology editor Ryan W. Neal on the T3 conference floor to share some of the latest features and enhancements coming to MoneyGuide, as well as a sneak peak at a product coming to help advisors charge for financial planning.
Guest Bio:
Rose Palazzo is the Group President of Envestnet Financial Planning, where she oversees all MoneyGuide operations.
This episode is sponsored by Schwab Advisor Services.
As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests - whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support. Learn how Schwab supports advisors here.
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