Also, TIFIN Wealth will offer free access to its platform to NAPFA-aligned advisors and Canadian firms Conquest Planning and Wealthsimple have announced a partnership.
WealthStack provides bolder technology strategies and powers a new generation of growth-oriented advisors. Join the community of 2,000+ wealth management leaders, wealthtech innovators and influencers in Florida, May 21 - 24, 2023.
While the future of wealth management looks promising, wealth managers need to not only develop their digital capabilities, but also empower their bench of talent to capitalize on the opportunities ahead culturally and technologically, ensuring...
