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The Week in Digital Wealth (7/9/24)
Multiparty collaborations are (finally) seeing the light, with a focus on niche utility. That said, the industry is (seemingly) shifting back to its startup...
Advisor Tech Talk (Week of 7/9/24)
Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.
One,...