SECURE 2.0 gives fintechs opportunity to help advisors navigate tax season
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eMoney Advisor and FP Alpha have tools to help advisors with Roth conversions.
The many provisions of the SECURE Act 2.0 are creating an opportunity for fintech companies to help financial advisors make it through tax season.
The latest comes from eMoney Advisor, which added new features to its financial planning software that allow advisors to show the impact that Roth con
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