Michael is an American financial planner, commentator, speaker, blogger, and educator. As well as contributing to financial industry publications, he publishes his own blog and newsletter for advisors, is a former editor at the Journal of Financial Planning, and the co-founder of the XY Planning Network. He Tweets at: @MichaelKitces
The big news and underlying trends emerging in the world of technology solutions for financial advisers
We look at the big news, announcements and underlying trends and developments that are emerging in the world of technology solutions for financial advisers!
We look at the big news, announcements and underlying trends and developments that are emerging in the world of technology solutions for financial advisers!
We look at the big news, announcements and underlying trends in the world of technology solutions for financial advisers and wealth management!
We look at the big news, announcements and underlying trends in the world of technology solutions for financial advisers and wealth management!
We look at the big news, announcements and underlying trends and developments in the world of technology solutions for financial advisers and wealth management!
We look at the big news, announcements and underlying trends and developments in the world of technology solutions for financial advisers and wealth management!
I believe there are three broad trends that will determine the next stages in the evolution of financial planning in the years ahead
Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management.
This month's edition kicks off with the big announcement that Visa is acquiring Plaid for a whopping $5.3B
