🤔 Are you thinking about switching to RightCapital from another planning software? Two advisors shared the good, bad, and why behind their own decisions during a "Good Advisors Finish First" Desk Side Chat: rightcapital.com/blog/switching…

👇🏽 Check out a recap of our latest Decision Center updates from InvestmentNews: bit.ly/3yw2fp5 #financialplanning #financialplanningsoftware

Snappy Kraken launches Enterprise, a new platform for mid-market and enterprise-level RIAs and BDs. 🚀 Industry experts from Altruist and Schwab join to support this ambitious expansion! hubs.la/Q02LrlxW0

3/4 of advisors see compliance as a top tech challenge, according to Cerulli Associates. Even with increased tech adoption, fragmentation, lack of training, and time constraints remain significant issues. hubs.la/Q02Lrhl20

Moneytree has released a brand new financial planning solution. Check out our blog for this behind the scenes look at how we built this. hubs.ly/Q02LNqb80

ICYMI: Nitrogen launches five new product lines at virtual event with over 1,000 advisors in attendance. Learn more: nitrogenwealth.com/press-releases…

We're excited to announce our 2024 Theme for #AdviceTechLIVE, Elevating the Human Experience through Financial Technology. Join us and other fintech companies, professional advisors, thought leaders, media and more this November! Register Now For FREE 👇 hubs.ly/Q02Lz_FB0

How to choose a CRM for your new RIA x.com/i/broadcasts/1…

Advisors need to be diligent when it comes to their third-party technology and terms of service. By Jay Jumper contributor for WealthManagement.com spr.ly/6018mmp6Y

When I needed to find a car for my teenagers, I looked at Toyotas first because they hold their value and tend to be very reliable cars. Toyota knows that success for their firm, means success for us as consumers too. ow.ly/6tAl50TeyBp

The annual WealthStack Study is here! WMIQ In partnership with SS&C Advent Black Diamond, cover the latest trends shaping the industry. spr.ly/6016WvXaa #wealthmanagement #WealthStack #wealthtech

From the Mr Beast "how to work here" guide. Interesting how this mindset towards consultants is radically different than how Gen X/Boomers see them.