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- #wealthtech news
WealthTech Weekly: January 13, 2023
- #wealthtech news
WealthTech Weekly: January 13, 2023
Welcome to the news highlights of this week.
What’s going on:
- Advisor360° acquires Agreement Express
- Twenty7tec inks a deal with Meet Parker
- MoneyGuide’s Tony Leal seizes his current role at Envestnet
- Docupace shows an example of much-needed social responsibility
- Information needs protection, but Wealthtechs miss on a key a...
Welcome to the news highlights of this week.
What’s going on:
- Advisor360° acquires Agreement Express
- Twen...
More
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Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
How to Digitize Wealth Management: Michael Pinsker, Docupace
How to Digitize Wealth Management: Michael Pinsker, Docupace
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