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eMoney continues to make progress with its API-based account aggregation, as it works to bring its new app and existing planning software closer together.
The third season brings three tech startups in the advisory space trying to solve hard problems and convince a panel of RIAs for real investment; our wealth-tech columnist sketches out the competition.
Michael Kitces and Alan Moore led a wide ranging question-and-answer session addressing the addition of virtual assistants, Schwab's acquisition of TD Ameritrade and the pandemic's impact on membership.
