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Nerd's Eye View
NOVEMBER 6, 2023
Welcome to the November 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
Nerd's Eye View
JANUARY 17, 2024
While it could be decades before we know those answers, at the moment, professionals across every industry, including financial advice, are working to learn how they can leverage this new and remarkable tool to make their practices more efficient. Read More.
Sara Grillo
MAY 23, 2022
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am a CFA® charterholder and financial advisor marketing consultant. What is an advice-only financial planner?
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