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FP Alpha and PreciseFP unveil new tech partnership
The new alliance allows more advisors using financial planning software to leverage AI by removing a key friction point.
Prospecting for clients the ‘old-fashioned way’
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches.
The latest in financial #AdvisorTech — April 2023
This month's highlights includes Altruist's purchase of Shareholders Service Group, BlackRock's closing of the retail arm of robo FutureAdvisor and Absolute Engagement's launch of an engagement tool.
T3 2023: Few firms adopting cybersecurity tools
Also at this year's conference, MoneyGuide founder Bob Curtis returns with a vision for a new fintech, while executives from Envestnet and Advisor Engine provide updates.
