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Adviser links: the curse of knowledge

Abnormal Returns

newretirement.com) Advisortech Advisers increasingly need to investigate which technology tools they can realistically adopt. kitces.com) The latest in advisortech including Flourish launching a new annuity platform. kitces.com) Charles Schwab Charles Schwab ($SCHW) continues to reduce staff, post-TDA merger.

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The Latest In Financial #AdvisorTech (February 2024)

Nerd's Eye View

Welcome to the February 2024 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!